HB Wealth Management’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 | $4.43M | Buy |
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|
2025
Q2 | $3.33M | Sell |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.89M | Buy |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.79M | Buy |
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