Ironwood Wealth Management (Arizona)’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 | $385K | Sell |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $551K | Hold |
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|
2021
Q2 | $559K | Sell |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $642K | Sell |
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|
2020
Q3 | $538K | Hold |
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|
2020
Q2 | $538K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $676K | Sell |
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|
2019
Q3 | $646K | Buy |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $641K | Sell |
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|
2018
Q4 | $576K | Buy |
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|
2018
Q3 | $680K | Hold |
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|
2018
Q2 | $654K | Buy |
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|
2017
Q3 | $691K | Buy |
|