NFP Retirement Inc’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 | $391K | Hold |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $450K | Buy |
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