Matrix Asset 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
Q3 | $5.6M | Buy |
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|
2025
Q2 | $5.33M | Buy |
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|
2025
Q1 | $4.88M | Buy |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $4.4M | Buy |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $377K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $218K | Buy |
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