RFG Advisory’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 | Sell |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $287K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $242K | Buy |
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