IFG Advisory’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 | $450K | Buy |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $273K | Buy |
|