Relyea Zuckerberg Hanson’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 | $613K | Sell |
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|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $363K | Hold |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $245K | Sell |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $277K | Buy |
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