Main Line Retirement 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
$285K Buy
2025
Q1
$262K Buy
2024
Q4
$272K Buy
2024
Q3
$270K Buy
2024
Q2
$247K Buy
2024
Q1
$256K Buy
2023
Q4
$236K Buy
2023
Q2
$220K Buy