Mutual 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 | $404K | Buy |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $653K | Sell |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $661K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $872K | Buy |
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|
2021
Q1 | $670K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $301K | Buy |
|