Forum Financial 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 | $589K | Hold |
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|
2025
Q2 | $561K | Hold |
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|
2025
Q1 | $519K | Hold |
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|
2024
Q4 | $539K | Hold |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $709K | Hold |
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|
2022
Q4 | $684K | Hold |
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|
2022
Q3 | $631K | Hold |
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|
2022
Q2 | $656K | Hold |
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|
2022
Q1 | $791K | Hold |
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|
2021
Q4 | $842K | Buy |
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