Kestra Private Wealth 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 | $7.57M | Buy |
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|
2025
Q2 | $7.16M | Buy |
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|
2025
Q1 | $6.52M | Buy |
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|
2024
Q4 | $6.69M | Buy |
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|
2024
Q3 | $6.53M | Buy |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $892K | Buy |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $864K | Sell |
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|
2021
Q4 | $995K | Buy |
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|
2021
Q3 | $227K | Buy |
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