Galvin Gaustad & Stein’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 | $286K | Hold |
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|
2025
Q2 | $273K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $262K | Hold |
|
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|
2024
Q3 | $261K | Hold |
|
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|
2024
Q2 | $240K | Sell |
|
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $361K | Buy |
|