McClarren Financial 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 | $376K | Sell |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $336 | Sell |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $345K | Hold |
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|
2023
Q1 | $330K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $377K | Sell |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $341K | Buy |
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