M Holdings Securities’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 | – | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $889K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $817K | Hold |
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|
2023
Q3 | $728K | Buy |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $848K | Sell |
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|
2022
Q2 | $993K | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.04M | Hold |
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|
2020
Q3 | $873K | Sell |
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|
2020
Q2 | $816K | Sell |
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|
2020
Q1 | $961K | Buy |
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|
2019
Q4 | $811K | Sell |
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|
2019
Q3 | $883K | Sell |
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|
2019
Q2 | $893K | Buy |
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|
2019
Q1 | $814K | Hold |
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|
2018
Q4 | $701K | Hold |
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|
2018
Q3 | $832K | Buy |
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|
2018
Q2 | $788K | Hold |
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|
2018
Q1 | $767K | Buy |
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|
2017
Q4 | $637K | Sell |
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|
2017
Q3 | $728K | Sell |
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|
2017
Q2 | $722K | Buy |
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|
2017
Q1 | $585K | Buy |
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|
2016
Q4 | $546K | Sell |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $653K | Buy |
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|
2016
Q1 | $631K | Buy |
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|
2015
Q4 | $392K | Sell |
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|
2015
Q3 | $478K | Buy |
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|
2015
Q2 | $478K | Hold |
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|
2015
Q1 | $486K | Buy |
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|
2014
Q4 | $408K | Buy |
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|
2014
Q3 | $296K | Sell |
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|
2014
Q2 | $389K | Buy |
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|
2014
Q1 | $209K | Sell |
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|
2013
Q4 | $352K | Buy |
|