MONECO 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 | $1.16M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $978K | Buy |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $610K | Sell |
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|
2019
Q3 | $558K | Sell |
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|
2019
Q2 | $575K | Sell |
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|
2019
Q1 | $560K | Buy |
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|
2018
Q4 | $438K | Buy |
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