Resonant Capital 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 | $2.55M | Hold |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.21M | Hold |
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|
2024
Q4 | $2.3M | Hold |
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|
2024
Q3 | $2.29M | Hold |
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|
2024
Q2 | $2.11M | Hold |
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|
2024
Q1 | $2.19M | Hold |
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|
2023
Q4 | $2.02M | Hold |
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|
2023
Q3 | $1.81M | Hold |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.92M | Hold |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $636K | Hold |
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|
2021
Q2 | $645K | Buy |
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