KMG Fiduciary Partners’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 | – | Sell |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $400K | Buy |
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