Financial Alternatives’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 | $351K | Hold |
|
|||||
|
2025
Q1 | $324K | Hold |
|
|||||
|
2024
Q4 | $337K | Hold |
|
|||||
|
2024
Q3 | $336K | Hold |
|
|||||
|
2024
Q2 | $309K | Hold |
|
|||||
|
2024
Q1 | $321K | Hold |
|
|||||
|
2023
Q4 | $296K | Hold |
|
|||||
|
2023
Q3 | $264K | Hold |
|
|||||
|
2023
Q2 | $279K | Sell |
|
|||||
|
2023
Q1 | $309K | Hold |
|
|||||
|
2022
Q4 | $298K | Buy |
|