MAM
MWA Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
4,539
-495
| -10% | -$45.5K | 0.26% | 83 |
|
|
2025
Q1 | $428K | Buy |
5,034
+670
| +15% | +$57K | 0.3% | 80 |
|
|
2024
Q4 | $386K | Buy |
4,364
+50
| +1% | +$4.42K | 0.26% | 92 |
|
|
2024
Q3 | $380K | Hold |
4,314
| – | – | 0.25% | 91 |
|
|
2024
Q2 | $350K | Sell |
4,314
-60
| -1% | -$4.87K | 0.25% | 91 |
|
|
2024
Q1 | $368K | Buy |
4,374
+40
| +0.9% | +$3.36K | 0.27% | 89 |
|
|
2023
Q4 | $337K | Buy |
4,334
+180
| +4% | +$14K | 0.28% | 87 |
|
|
2023
Q3 | $288K | Buy |
+4,154
| New | +$288K | 0.28% | 94 |
|