Forum Private Client Group’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
Q2 | $536K | Buy |
|
|||||
|
2025
Q1 | $489K | Sell |
|
|||||
|
2024
Q4 | $529K | Sell |
|
|||||
|
2024
Q3 | $615K | Sell |
|
|||||
|
2024
Q2 | $636K | Sell |
|
|||||
|
2024
Q1 | $762K | Sell |
|
|||||
|
2023
Q4 | $927K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.05M | Sell |
|
|||||
|
2023
Q1 | $1.04M | Sell |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $927K | Hold |
|
|||||
|
2022
Q2 | $964K | Buy |
|
|||||
|
2022
Q1 | $699K | Buy |
|