IFP Advisors’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 | $934K | Buy |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.38M | Hold |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $684K | Sell |
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|
2021
Q2 | $692K | Buy |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $51K | Sell |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $175K | Sell |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q1 | $1.61M | Sell |
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|
2018
Q4 | $1.97M | Sell |
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|
2018
Q3 | $2.94M | Buy |
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|
2018
Q2 | $2.82M | Buy |
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|
2018
Q1 | $1.73M | Hold |
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|
2017
Q4 | $1.73M | Sell |
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|
2017
Q3 | $1.7M | Buy |
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|
2017
Q2 | $1.6M | Buy |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $1.5M | Buy |
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|
2016
Q3 | $1.31M | Buy |
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|
2016
Q2 | $1.19M | Sell |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $1.27M | Buy |
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