FMB Wealth Management’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 | $1.76M | Hold |
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|
2025
Q2 | $1.68M | Hold |
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2025
Q1 | $1.55M | Hold |
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|
2024
Q4 | $1.61M | Hold |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.53M | Hold |
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|
2023
Q4 | $1.42M | Hold |
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|
2023
Q3 | $1.26M | Hold |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.24M | Hold |
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|
2022
Q4 | $1.2M | Buy |
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