Howe & Rusling’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 | $3.5K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.95K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $21.6K | Hold |
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|
2023
Q4 | $20K | Sell |
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|
2023
Q3 | $42.9K | Sell |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $105K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Sell |
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|
2013
Q2 | $7K | Buy |
|