Gries Financial’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 | $1.47M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $764K | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $341K | Hold |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $458K | Buy |
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