Landmark Wealth Management (New York)’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 | $375K | Buy |
|
|||||
|
2025
Q2 | $354K | Buy |
|
|||||
|
2025
Q1 | $317K | Buy |
|
|||||
|
2024
Q4 | $320K | Sell |
|
|||||
|
2024
Q3 | $322K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $308K | Sell |
|
|||||
|
2023
Q4 | $285K | Sell |
|
|||||
|
2023
Q3 | $260K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $263K | Buy |
|
|||||
|
2022
Q4 | $253K | Buy |
|
|||||
|
2022
Q3 | $233K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $313K | Buy |
|