FMB Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Hold |
18,222
| – | – | 0.8% | 26 |
|
|
2025
Q1 | $1.55M | Hold |
18,222
| – | – | 0.86% | 25 |
|
|
2024
Q4 | $1.61M | Hold |
18,222
| – | – | 0.91% | 25 |
|
|
2024
Q3 | $1.61M | Hold |
18,222
| – | – | 0.91% | 25 |
|
|
2024
Q2 | $1.48M | Hold |
18,222
| – | – | 1.12% | 24 |
|
|
2024
Q1 | $1.53M | Hold |
18,222
| – | – | 1.22% | 20 |
|
|
2023
Q4 | $1.42M | Hold |
18,222
| – | – | 1.29% | 17 |
|
|
2023
Q3 | $1.26M | Hold |
18,222
| – | – | 1.35% | 17 |
|
|
2023
Q2 | $1.33M | Buy |
18,222
+432
| +2% | +$31.5K | 1.41% | 18 |
|
|
2023
Q1 | $1.24M | Hold |
17,790
| – | – | 1.48% | 18 |
|
|
2022
Q4 | $1.2M | Buy |
+17,790
| New | +$1.2M | 1.54% | 19 |
|