Frisch Financial 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
Q3 | $235K | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $264K | Buy |
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