Phoenix 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 | $368K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $462K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $190K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $182K | Hold |
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|
2020
Q4 | $166K | Buy |
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