Evermay 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 | $348K | Hold |
|
|||||
|
2025
Q1 | $322K | Hold |
|
|||||
|
2024
Q4 | $335K | Hold |
|
|||||
|
2024
Q3 | $334K | Hold |
|
|||||
|
2024
Q2 | $307K | Hold |
|
|||||
|
2024
Q1 | $318K | Hold |
|
|||||
|
2023
Q4 | $294K | Hold |
|
|||||
|
2023
Q3 | $263K | Hold |
|
|||||
|
2023
Q2 | $276K | Hold |
|
|||||
|
2023
Q1 | $265K | Sell |
|
|||||
|
2022
Q4 | $274K | Buy |
|
|||||
|
2022
Q3 | $252K | Sell |
|
|||||
|
2022
Q2 | $282K | Hold |
|
|||||
|
2022
Q1 | $340K | Buy |
|
|||||
|
2021
Q4 | $347K | Sell |
|
|||||
|
2021
Q3 | $363K | Hold |
|
|||||
|
2021
Q2 | $368K | Hold |
|
|||||
|
2021
Q1 | $343K | Buy |
|
|||||
|
2020
Q4 | $317K | Buy |
|
|||||
|
2020
Q3 | $261K | Hold |
|
|||||
|
2020
Q2 | $244K | Sell |
|
|||||
|
2020
Q1 | $278K | Hold |
|
|||||
|
2019
Q4 | $384K | Hold |
|
|||||
|
2019
Q3 | $361K | Buy |
|