REDW Wealth’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 | $386K | Hold |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $521K | Hold |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $520K | Hold |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $531K | Hold |
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|
2022
Q1 | $641K | Hold |
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|
2021
Q4 | $681K | Hold |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $650K | Hold |
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|
2021
Q1 | $607K | Hold |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $507K | Hold |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $475K | Hold |
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|
2019
Q1 | $459K | Hold |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $485K | Hold |
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|
2018
Q2 | $466K | Hold |
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|
2018
Q1 | $454K | Hold |
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|
2017
Q4 | $457K | Hold |
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|
2017
Q3 | $433K | Sell |
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|
2017
Q2 | $438K | Hold |
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|
2017
Q1 | $427K | Sell |
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|
2016
Q4 | $419K | Buy |
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