IAG Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
126
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $10.7K | Hold |
126
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $11.1K | Buy |
+126
| New | +$11.1K | ﹤0.01% | 331 |
|
|
2020
Q2 | – | Sell |
-88
| Closed | -$4K | – | 435 |
|
|
2020
Q1 | $4K | Sell |
88
-160
| -65% | -$7.27K | ﹤0.01% | 284 |
|
|
2019
Q4 | $15K | Buy |
+248
| New | +$15K | 0.01% | 203 |
|