King Wealth Management 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
Q2 | $416K | Hold |
|
|||||
|
2025
Q1 | $385K | Hold |
|
|||||
|
2024
Q4 | $400K | Hold |
|
|||||
|
2024
Q3 | $398K | Hold |
|
|||||
|
2024
Q2 | $366K | Hold |
|
|||||
|
2024
Q1 | $380K | Buy |
|
|||||
|
2023
Q4 | $224K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $211K | Hold |
|
|||||
|
2023
Q1 | $202K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $225K | Hold |
|
|||||
|
2021
Q4 | $239K | Buy |
|