Empirical Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
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|
2025
Q1 | $793K | Hold |
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|
2024
Q4 | $824K | Hold |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $771K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $764K | Buy |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $445K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $270K | Sell |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $367K | Buy |
|