IAA
Independent Advisor Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-178,791
| Closed | -$15.8M | – | 1105 |
|
|
2024
Q4 | $15.8M | Buy |
+178,791
| New | +$15.8M | 0.21% | 101 |
|
|
2020
Q1 | – | Sell |
-131,044
| Closed | -$7.81M | – | 630 |
|
|
2019
Q4 | $7.81M | Buy |
+131,044
| New | +$7.81M | 0.34% | 66 |
|
|
2017
Q2 | – | Sell |
-9,063
| Closed | -$1.68M | – | 322 |
|
|
2017
Q1 | $1.68M | Buy |
+9,063
| New | +$1.68M | 0.27% | 111 |
|