Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.18M | Buy |
|
|||||
|
2025
Q4 | $1.13M | Sell |
|
|||||
|
2025
Q3 | $1.15M | Buy |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $936K | Sell |
|
|||||
|
2024
Q4 | $1.04M | Sell |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $1.05M | Sell |
|
|||||
|
2024
Q1 | $1.21M | Buy |
|
|||||
|
2023
Q4 | $1.02M | Buy |
|
|||||
|
2023
Q3 | $722K | Sell |
|
|||||
|
2023
Q2 | $1.17M | Sell |
|
|||||
|
2023
Q1 | $1.48M | Buy |
|
|||||
|
2022
Q4 | $897K | Buy |
|
|||||
|
2022
Q3 | $826K | Buy |
|
|||||
|
2022
Q2 | $841K | Sell |
|
|||||
|
2022
Q1 | $1.02M | Buy |
|
|||||
|
2021
Q4 | $967K | Buy |
|
|||||
|
2021
Q3 | $678K | Buy |
|
|||||
|
2021
Q2 | $549K | Sell |
|
|||||
|
2021
Q1 | $545K | Buy |
|
|||||
|
2020
Q4 | $504K | Buy |
|
|||||
|
2020
Q3 | $399K | Buy |
|
|||||
|
2020
Q2 | $363K | Buy |
|
|||||
|
2020
Q1 | $282K | Buy |
|