Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $209K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $125K | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $25K | Hold |
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|
2014
Q2 | $25K | Hold |
|
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|
2014
Q1 | $24K | Sell |
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|
2013
Q4 | $5.41M | Sell |
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|
2013
Q3 | $5.77M | Sell |
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|
2013
Q2 | $6.52M | Buy |
|