Merit Financial Group’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
$2.26M Sell
2025
Q2
$2.68M Sell
2025
Q1
$3.28M Sell
2024
Q4
$4.06M Buy
2024
Q3
$2.71M Buy
2024
Q2
$334K Buy
2024
Q1
$263K Sell
2023
Q4
$293K Buy
2023
Q3
$221K Sell
2023
Q2
$253K Sell
2023
Q1
$319K Sell
2022
Q4
$312K Buy
2022
Q3
$243K Buy