Mission Wealth Management’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 | $766K | Sell |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $698K | Sell |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $736K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $543K | Hold |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $386K | Buy |
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