FPCG
Forum Private Client Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
5,832
+86
| +1% | +$7.91K | 0.21% | 46 |
|
|
2025
Q1 | $489K | Sell |
5,746
-240
| -4% | -$20.4K | 0.21% | 47 |
|
|
2024
Q4 | $529K | Sell |
5,986
-986
| -14% | -$87.2K | 0.24% | 44 |
|
|
2024
Q3 | $615K | Sell |
6,972
-871
| -11% | -$76.8K | 0.27% | 39 |
|
|
2024
Q2 | $636K | Sell |
7,843
-1,222
| -13% | -$99.1K | 0.3% | 37 |
|
|
2024
Q1 | $762K | Sell |
9,065
-2,859
| -24% | -$240K | 0.37% | 36 |
|
|
2023
Q4 | $927K | Buy |
+11,924
| New | +$927K | 0.48% | 34 |
|
|
2023
Q3 | – | Sell |
-14,358
| Closed | -$1.05M | – | 38 |
|
|
2023
Q2 | $1.05M | Sell |
14,358
-456
| -3% | -$33.3K | 0.6% | 31 |
|
|
2023
Q1 | $1.04M | Sell |
14,814
-359
| -2% | -$25.1K | 0.65% | 31 |
|
|
2022
Q4 | $1.02M | Buy |
15,173
+265
| +2% | +$17.9K | 0.71% | 30 |
|
|
2022
Q3 | $927K | Hold |
14,908
| – | – | 0.69% | 31 |
|
|
2022
Q2 | $964K | Buy |
14,908
+5,949
| +66% | +$385K | 0.7% | 32 |
|
|
2022
Q1 | $699K | Buy |
+8,959
| New | +$699K | 0.54% | 36 |
|