O'Rourke & Company’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 | $302K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $375K | Buy |
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