Legacy Financial Advisors’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 | $434K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $587K | Sell |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $741K | Hold |
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|
2021
Q4 | $789K | Sell |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $596K | Hold |
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|
2021
Q1 | $556K | Hold |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $545K | Hold |
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|
2019
Q3 | $511K | Hold |
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|
2019
Q2 | $510K | Hold |
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|
2019
Q1 | $493K | Hold |
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|
2018
Q4 | $425K | Hold |
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|
2018
Q3 | $503K | Hold |
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|
2018
Q2 | $495K | Hold |
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|
2018
Q1 | $471K | Hold |
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|
2017
Q4 | $475K | Buy |
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