Realta Investment 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
Q3 | $38.7K | Sell |
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|
2025
Q2 | $46.3K | Buy |
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|
2025
Q1 | $42.8K | Sell |
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|
2024
Q4 | $46.4K | Hold |
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|
2024
Q3 | $46.4K | Sell |
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|
2024
Q2 | $55.3K | Hold |
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|
2024
Q1 | $57.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $71.2K | Hold |
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|
2023
Q2 | $71.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $79.9K | Sell |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8.97M | Buy |
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|
2020
Q3 | $5.62M | Sell |
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|
2020
Q2 | $5.3M | Sell |
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|
2020
Q1 | $4.33M | Buy |
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|
2019
Q4 | $4.98M | Buy |
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|
2019
Q3 | $4.71M | Buy |
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|
2019
Q2 | $4.7M | Buy |
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|
2019
Q1 | $1K | Buy |
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