Rockwood Wealth Management’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
Sell
2025
Q2
$344K Hold
2025
Q1
$318K Sell
2024
Q4
$349K Buy
2022
Q4
Sell
2022
Q3
$344K Hold
2022
Q2
$358K Sell
2022
Q1
$691K Buy
2021
Q4
$258K Buy