Financial Perspectives’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 | $101K | Sell |
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|
2025
Q2 | $99.7K | Hold |
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|
2025
Q1 | $92.3K | Hold |
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|
2024
Q4 | $95.9K | Hold |
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|
2024
Q3 | $95.6K | Hold |
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|
2024
Q2 | $87.9K | Buy |
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|
2024
Q1 | $90.3K | Hold |
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|
2023
Q4 | $83.4K | Sell |
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|
2023
Q3 | $76.8K | Hold |
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|
2023
Q2 | $81K | Buy |
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|
2023
Q1 | $39.9K | Buy |
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|
2022
Q4 | $38.4K | Buy |
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|
2022
Q3 | $1.37K | Hold |
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|
2022
Q2 | $1.42K | Hold |
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|
2022
Q1 | $1.72K | Hold |
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|
2021
Q4 | $1.83K | Hold |
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|
2021
Q3 | $1.72K | Buy |
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