Financial Partners Group (Kansas)’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 | $1.68M | Buy |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.33M | Sell |
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|
2019
Q4 | $6.29M | Buy |
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|
2019
Q3 | $5.09M | Buy |
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|
2019
Q2 | $4.61M | Buy |
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|
2019
Q1 | $3.87M | Buy |
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|
2018
Q4 | $2.27M | Buy |
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