Kingsview Wealth Management’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 | $2.61M | Sell |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $2.91M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $970K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $696K | Hold |
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|
2020
Q3 | $583K | Sell |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $537K | Buy |
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|
2019
Q4 | $701K | Buy |
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|
2019
Q3 | $629K | Buy |
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|
2019
Q2 | $488K | Buy |
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|
2019
Q1 | $331K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $389K | Buy |
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