PBMares Wealth Management’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 | $440K | Hold |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $354K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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