Morris Financial Concepts’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 | $132K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $120K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $106K | Hold |
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|
2023
Q3 | $94.5K | Hold |
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|
2023
Q2 | $99.6K | Hold |
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|
2023
Q1 | $95.4K | Hold |
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|
2022
Q4 | $92K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $113K | Buy |
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