MLRA
Main Line Retirement Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
3,094
+9
| +0.3% | +$828 | 0.16% | 35 |
|
|
2025
Q1 | $262K | Buy |
3,085
+10
| +0.3% | +$851 | 0.17% | 35 |
|
|
2024
Q4 | $272K | Buy |
3,075
+11
| +0.4% | +$973 | 0.18% | 34 |
|
|
2024
Q3 | $270K | Buy |
3,064
+13
| +0.4% | +$1.15K | 0.19% | 31 |
|
|
2024
Q2 | $247K | Buy |
3,051
+8
| +0.3% | +$649 | 0.19% | 31 |
|
|
2024
Q1 | $256K | Buy |
3,043
+8
| +0.3% | +$673 | 0.2% | 31 |
|
|
2023
Q4 | $236K | Buy |
+3,035
| New | +$236K | 0.21% | 32 |
|
|
2023
Q2 | $220K | Buy |
+3,008
| New | +$220K | 0.21% | 28 |
|