Montag & Associates’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 | $464K | Hold |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $249K | Buy |
|