Paces Ferry Wealth 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
Q2
$817K Buy
2025
Q1
$755K Sell
2024
Q4
$791K Sell
2024
Q3
$894K Sell
2024
Q2
$823K Sell
2024
Q1
$855K Sell
2023
Q4
$970K Sell
2023
Q3
$875K Sell
2023
Q2
$1.03M Buy
2023
Q1
$965K Sell
2022
Q4
$971K Buy
2022
Q3
$893K Hold
2022
Q2
$929K Buy
2022
Q1
$1.12M Sell
2021
Q4
$1.22M Sell
2021
Q3
$1.25M Sell
2021
Q2
$1.31M Sell
2021
Q1
$1.27M Sell
2020
Q4
$1.27M Sell
2020
Q3
$1.09M Buy