Mount Yale Investment 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 | $99.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $636K | Hold |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $581K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $752K | Buy |
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|
2019
Q3 | $486K | Hold |
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|
2019
Q2 | $463K | Buy |
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|
2019
Q1 | $448K | Buy |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $387K | Buy |
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|
2018
Q2 | $431K | Hold |
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|
2018
Q1 | $419K | Buy |
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