Pinnacle Wealth Management Advisory Group’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 | $1.53M | Hold |
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|
2025
Q2 | $1.45M | Hold |
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|
2025
Q1 | $1.34M | Hold |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $957K | Hold |
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|
2024
Q1 | $993K | Hold |
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|
2023
Q4 | $918K | Buy |
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $670K | Hold |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $265K | Buy |
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