Frank Rimerman 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
Q3 | $2.71M | Buy |
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|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $2.38M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $2M | Hold |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.78M | Hold |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $2.26M | Hold |
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $1.95M | Buy |
|