Regal 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
Q1 | – | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $915K | Buy |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $43K | Sell |
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|
2013
Q4 | $46K | Buy |
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