Kavar Capital Partners 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
Q3 | $410K | Buy |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $311K | Sell |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $13K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $10K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $9K | Buy |
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