River Wealth 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 | $39.7M | Buy |
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|
2025
Q2 | $37.1M | Buy |
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|
2025
Q1 | $33.3M | Buy |
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|
2024
Q4 | $33.9M | Buy |
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|
2024
Q3 | $32.2M | Buy |
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|
2024
Q2 | $28.8M | Buy |
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|
2024
Q1 | $28.8M | Buy |
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|
2023
Q4 | $25.3M | Buy |
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|
2023
Q3 | $21.3M | Buy |
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|
2023
Q2 | $21.8M | Buy |
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|
2023
Q1 | $20.3M | Buy |
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|
2022
Q4 | $18.5M | Buy |
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|
2022
Q3 | $15.5M | Buy |
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|
2022
Q2 | $15M | Buy |
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|
2022
Q1 | $17.8M | Buy |
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|
2021
Q4 | $17.5M | Buy |
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|
2021
Q3 | $15.8M | Buy |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $13.9M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $8.7M | Buy |
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|
2020
Q2 | $7.3M | Buy |
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|
2020
Q1 | $5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $140K | Buy |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $104K | Buy |
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