Morling Financial 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 | $67.7K | Buy |
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|
2025
Q2 | $55.2K | Hold |
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|
2025
Q1 | $51K | Sell |
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|
2024
Q4 | $54.1K | Hold |
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|
2024
Q3 | $53.9K | Hold |
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|
2024
Q2 | $49.6K | Hold |
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|
2024
Q1 | $51.5K | Hold |
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|
2023
Q4 | $47.6K | Hold |
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|
2023
Q3 | $42.4K | Hold |
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|
2023
Q2 | $44.7K | Hold |
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|
2023
Q1 | $42.8K | Buy |
|