Mitchell McLeod Pugh & Williams’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 | $360K | Hold |
|
|||||
|
2025
Q2 | $342K | Hold |
|
|||||
|
2025
Q1 | $317K | Hold |
|
|||||
|
2024
Q4 | $329K | Hold |
|
|||||
|
2024
Q3 | $328K | Sell |
|
|||||
|
2024
Q2 | $331K | Hold |
|
|||||
|
2024
Q1 | $343K | Sell |
|
|||||
|
2023
Q4 | $319K | Hold |
|
|||||
|
2023
Q3 | $284K | Sell |
|
|||||
|
2023
Q2 | $344K | Hold |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $407K | Buy |
|
|||||
|
2022
Q3 | $344K | Buy |
|