Founders Financial Alliance’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 | $235K | Sell |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $486K | Sell |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $434K | Sell |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $344K | Buy |
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