RPg Family Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $22.5K | Hold |
|
|||||
|
2021
Q4 | $23.9K | Hold |
|
|||||
|
2021
Q3 | $22.5K | Hold |
|
|||||
|
2021
Q2 | $22.8K | Buy |
|
|||||
|
2020
Q4 | $12.9K | Hold |
|
|||||
|
2020
Q3 | $10.8K | Hold |
|
|||||
|
2020
Q2 | $10.1K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $11.2K | Sell |
|
|||||
|
2019
Q3 | $21.7K | Buy |
|
|||||
|
2019
Q2 | $10.5K | Hold |
|
|||||
|
2019
Q1 | $10.1K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $10.4K | Buy |
|