Financial Engines 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
Q3 | $3.63M | Buy |
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|
2025
Q2 | $3.43M | Sell |
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|
2025
Q1 | $3.37M | Sell |
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|
2024
Q4 | $3.99M | Sell |
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|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $4.48M | Buy |
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|
2024
Q1 | $4.46M | Sell |
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|
2023
Q4 | $4.71M | Buy |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $6.7M | Buy |
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $4.16M | Buy |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $572K | Sell |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $456K | Sell |
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|
2020
Q3 | $439K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $11K | Buy |
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