Foundations Investment Advisors’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 | $982K | Buy |
|
|||||
|
2025
Q1 | $783K | Buy |
|
|||||
|
2024
Q4 | $742K | Sell |
|
|||||
|
2024
Q3 | $813K | Sell |
|
|||||
|
2024
Q2 | $772K | Sell |
|
|||||
|
2024
Q1 | $902K | Sell |
|
|||||
|
2023
Q4 | $835K | Sell |
|
|||||
|
2023
Q3 | $831K | Sell |
|
|||||
|
2023
Q2 | $904K | Buy |
|
|||||
|
2023
Q1 | $314K | Buy |
|
|||||
|
2022
Q4 | $302K | Sell |
|
|||||
|
2022
Q3 | $293K | Buy |
|
|||||
|
2022
Q2 | $237K | Buy |
|
|||||
|
2022
Q1 | $262K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $967K | Buy |
|