Moser Wealth 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
Q2 | $7.42M | Sell |
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|
2025
Q1 | $7.22M | Sell |
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|
2024
Q4 | $7.97M | Sell |
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|
2024
Q3 | $8.22M | Sell |
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|
2024
Q2 | $7.7M | Sell |
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|
2024
Q1 | $8.46M | Sell |
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|
2023
Q4 | $8.16M | Sell |
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|
2023
Q3 | $7.55M | Buy |
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|
2023
Q2 | $7.94M | Buy |
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|
2022
Q4 | $7.6M | Sell |
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|
2022
Q3 | $7.08M | Sell |
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|
2022
Q2 | $7.45M | Sell |
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|
2022
Q1 | $9.16M | Sell |
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|
2021
Q4 | $9.92M | Buy |
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|
2021
Q3 | $9.35M | Buy |
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|
2021
Q2 | $9.45M | Buy |
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|
2021
Q1 | $8.53M | Sell |
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|
2020
Q4 | $7.98M | Sell |
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|
2020
Q3 | $6.79M | Sell |
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|
2020
Q2 | $6.41M | Sell |
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|
2020
Q1 | $5.23M | Sell |
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|
2019
Q4 | $7.62M | Buy |
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