Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Hold |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $763K | Buy |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $634K | Hold |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $640K | Hold |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $656K | Hold |
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|
2021
Q4 | $659K | Buy |
|