Intrua Financial’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
$396K Sell
2025
Q2
$487K Hold
2025
Q1
$450K Sell
2024
Q4
$584K Sell
2024
Q3
$636K Sell
2024
Q2
$636K Sell
2024
Q1
$805K Sell
2023
Q4
$752K Sell
2023
Q3
$697K Hold
2023
Q2
$736K Sell
2023
Q1
$701K Sell
2022
Q4
$746K Buy
2022
Q3
$667K Buy
2022
Q2
$692K Hold
2022
Q1
$835K Hold
2021
Q4
$888K Buy
2021
Q3
$844K Sell
2021
Q2
$837K Sell
2021
Q1
$916K Buy