Horizons 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 | $236K | Sell |
|
|||||
|
2025
Q2 | $227K | Sell |
|
|||||
|
2025
Q1 | $214K | Sell |
|
|||||
|
2024
Q4 | $239K | Hold |
|
|||||
|
2024
Q3 | $239K | Sell |
|
|||||
|
2024
Q2 | $233K | Hold |
|
|||||
|
2024
Q1 | $217K | Hold |
|
|||||
|
2023
Q4 | $217K | Hold |
|
|||||
|
2023
Q3 | $193K | Sell |
|
|||||
|
2023
Q2 | $208K | Hold |
|
|||||
|
2023
Q1 | $199K | Sell |
|
|||||
|
2022
Q4 | $195K | Hold |
|
|||||
|
2022
Q3 | $180K | Hold |
|
|||||
|
2022
Q2 | $214K | Buy |
|