Glassman Wealth Services’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 | $811K | Hold |
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|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $742K | Hold |
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|
2024
Q3 | $740K | Hold |
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|
2024
Q2 | $681K | Sell |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $659K | Hold |
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|
2023
Q3 | $587K | Hold |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $609K | Hold |
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|
2022
Q2 | $634K | Hold |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $5K | Buy |
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