RMR Wealth Builders’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
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $695K | Sell |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $937K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $115K | Buy |
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|
2019
Q4 | $144K | Buy |
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