Oak Harbor Wealth Partners’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 | $351K | Buy |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $194K | Buy |
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