MW
MBL Wealth’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 | $1.65M | Sell |
17,994
-300
| -2% | -$27.6K | 0.16% | 80 |
|
|
2025
Q1 | $1.56M | Sell |
18,294
-50
| -0.3% | -$4.25K | 0.16% | 72 |
|
|
2024
Q4 | $1.62M | Sell |
18,344
-100
| -0.5% | -$8.84K | 0.16% | 74 |
|
|
2024
Q3 | $1.63M | Sell |
18,444
-515
| -3% | -$45.4K | 0.17% | 69 |
|
|
2024
Q2 | $1.54M | Sell |
18,959
-520
| -3% | -$42.2K | 0.17% | 67 |
|
|
2024
Q1 | $1.64M | Sell |
19,479
-400
| -2% | -$33.6K | 0.19% | 61 |
|
|
2023
Q4 | $1.55M | Buy |
19,879
+315
| +2% | +$24.5K | 0.19% | 59 |
|
|
2023
Q3 | $1.35M | Sell |
19,564
-573
| -3% | -$39.7K | 0.19% | 58 |
|
|
2023
Q2 | $1.47M | Sell |
20,137
-355
| -2% | -$25.9K | 0.21% | 54 |
|
|
2023
Q1 | $1.43M | Sell |
20,492
-89
| -0.4% | -$6.22K | 0.22% | 53 |
|
|
2022
Q4 | $1.39M | Sell |
20,581
-325
| -2% | -$21.9K | 0.27% | 54 |
|
|
2022
Q3 | $1.3M | Sell |
20,906
-150
| -0.7% | -$9.32K | 0.28% | 59 |
|
|
2022
Q2 | $1.36M | Buy |
21,056
+5
| +0% | +$323 | 0.34% | 56 |
|
|
2022
Q1 | $1.64M | Buy |
+21,051
| New | +$1.64M | 0.4% | 48 |
|
|
2021
Q1 | $740K | Buy |
10,014
+251
| +3% | +$18.5K | 0.26% | 61 |
|
|
2020
Q4 | $669K | Buy |
+9,763
| New | +$669K | 0.26% | 59 |
|