Retirement Planning Group (Kansas)’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 | $814K | Buy |
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|
2025
Q2 | $770K | Sell |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $737K | Buy |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $609K | Hold |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $709K | Sell |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $738K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $626K | Sell |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $500K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $596K | Buy |
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|
2019
Q3 | $559K | Sell |
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|
2019
Q2 | $563K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $469K | Sell |
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|
2018
Q3 | $585K | Sell |
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|
2018
Q2 | $566K | Sell |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $565K | Sell |
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|
2017
Q3 | $551K | Buy |
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|
2017
Q2 | $527K | Sell |
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|
2017
Q1 | $520K | Sell |
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|
2016
Q4 | $524K | Buy |
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|
2016
Q3 | $503K | Sell |
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|
2016
Q2 | $800K | Buy |
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|
2016
Q1 | $770K | Sell |
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|
2015
Q4 | $793K | Buy |
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|
2015
Q3 | $735K | Buy |
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|
2015
Q2 | $779K | Sell |
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|
2015
Q1 | $795K | Sell |
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|
2014
Q4 | $777K | Buy |
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|
2014
Q3 | $730K | Hold |
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|
2014
Q2 | $749K | Buy |
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|
2014
Q1 | $696K | Buy |
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|
2013
Q4 | $665K | Sell |
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|
2013
Q3 | $708K | Buy |
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|
2013
Q2 | $576K | Buy |
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