Kestra Advisory Services’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 | $25.3M | Sell |
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|
2025
Q2 | $26.7M | Buy |
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|
2025
Q1 | $19.7M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $13.8M | Sell |
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|
2023
Q4 | $25.5M | Buy |
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|
2023
Q3 | $21.8M | Buy |
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|
2023
Q2 | $21.6M | Sell |
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|
2023
Q1 | $21.6M | Sell |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $21.6M | Buy |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $24.7M | Buy |
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|
2021
Q4 | $25.4M | Buy |
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|
2021
Q3 | $23.7M | Buy |
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|
2021
Q2 | $22.3M | Buy |
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|
2021
Q1 | $16.7M | Sell |
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|
2020
Q4 | $20.7M | Buy |
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|
2020
Q3 | $11.9M | Buy |
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