Magnus Financial Group’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
$397K Buy
2025
Q2
$363K Sell
2025
Q1
$341K Sell
2024
Q4
$356K Buy
2024
Q3
$354K Buy
2024
Q2
$324K Buy
2024
Q1
$335K Buy
2023
Q4
$287K Buy
2022
Q2
Sell
2022
Q1
$233K Buy
2021
Q4
$220K Buy
2021
Q3
$205K Hold
2021
Q2
$208K Buy
2020
Q1
Sell
2019
Q4
$475K Buy
2019
Q3
$439K Buy