J.W. Cole Advisors’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 | $3.62M | Buy |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $2.84M | Sell |
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|
2024
Q2 | $2.75M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $538K | Sell |
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|
2020
Q2 | $980K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.11M | Buy |
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