Encompass Wealth Advisors’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 | $488K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $373K | Buy |
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