RWP
RWA Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Sell |
83,083
-179
| -0.2% | -$16.5K | 0.1% | 122 |
|
|
2025
Q1 | $7.08M | Sell |
83,262
-1,344
| -2% | -$114K | 0.09% | 125 |
|
|
2024
Q4 | $7.48M | Sell |
84,606
-145
| -0.2% | -$12.8K | 0.09% | 119 |
|
|
2024
Q3 | $7.47M | Sell |
84,751
-696
| -0.8% | -$61.3K | 0.09% | 118 |
|
|
2024
Q2 | $6.93M | Sell |
85,447
-67
| -0.1% | -$5.43K | 0.09% | 120 |
|
|
2024
Q1 | $7.19M | Buy |
85,514
+803
| +0.9% | +$67.5K | 0.1% | 114 |
|
|
2023
Q4 | $6.58M | Buy |
84,711
+39,500
| +87% | +$3.07M | 0.09% | 114 |
|
|
2023
Q3 | $3.13M | Sell |
45,211
-1,244
| -3% | -$86.1K | 0.07% | 106 |
|
|
2023
Q2 | $3.39M | Buy |
46,455
+115
| +0.2% | +$8.4K | 0.07% | 98 |
|
|
2023
Q1 | $3.24M | Sell |
46,340
-735
| -2% | -$51.4K | 0.08% | 83 |
|
|
2022
Q4 | $3.33M | Sell |
47,075
-163
| -0.3% | -$11.5K | 0.08% | 86 |
|
|
2022
Q3 | $2.94M | Sell |
47,238
-2,947
| -6% | -$183K | 0.21% | 78 |
|
|
2022
Q2 | $3.25M | Sell |
50,185
-1,138
| -2% | -$73.6K | 0.22% | 77 |
|
|
2022
Q1 | $4.01M | Sell |
51,323
-1,098
| -2% | -$85.7K | 0.26% | 78 |
|
|
2021
Q4 | $4.35M | Buy |
52,421
+2,737
| +6% | +$227K | 0.29% | 79 |
|
|
2021
Q3 | $3.89M | Sell |
49,684
-277
| -0.6% | -$21.7K | 0.29% | 78 |
|
|
2021
Q2 | $3.96M | Sell |
49,961
-1,062
| -2% | -$84.2K | 0.3% | 75 |
|
|
2021
Q1 | $3.77M | Sell |
51,023
-3,248
| -6% | -$240K | 0.3% | 75 |
|
|
2020
Q4 | $3.72M | Sell |
54,271
-163
| -0.3% | -$11.2K | 0.33% | 71 |
|
|
2020
Q3 | $3.12M | Sell |
54,434
-3,023
| -5% | -$173K | 0.33% | 66 |
|
|
2020
Q2 | $3.08M | Sell |
57,457
-8,845
| -13% | -$474K | 0.38% | 60 |
|
|
2020
Q1 | $2.86M | Sell |
66,302
-17,279
| -21% | -$746K | 0.41% | 56 |
|
|
2019
Q4 | $4.98M | Sell |
83,581
-489
| -0.6% | -$29.2K | 0.49% | 53 |
|
|
2019
Q3 | $4.7M | Buy |
84,070
+500
| +0.6% | +$28K | 0.5% | 50 |
|
|
2019
Q2 | $4.67M | Sell |
83,570
-33
| -0% | -$1.84K | 0.5% | 47 |
|
|
2019
Q1 | $4.51M | Sell |
83,603
-211
| -0.3% | -$11.4K | 0.52% | 48 |
|
|
2018
Q4 | $3.9M | Buy |
83,814
+62,647
| +296% | +$2.91M | 0.51% | 51 |
|
|
2018
Q3 | $4.67M | Sell |
21,167
-86
| -0.4% | -$19K | 0.52% | 41 |
|
|
2018
Q2 | $4.51M | Sell |
21,253
-1,809
| -8% | -$384K | 0.5% | 44 |
|
|
2018
Q1 | $4.76M | Sell |
23,062
-1,031
| -4% | -$213K | 0.61% | 35 |
|
|
2017
Q4 | $5.02M | Sell |
24,093
-132
| -0.5% | -$27.5K | 0.56% | 47 |
|
|
2017
Q3 | $4.78M | Buy |
24,225
+183
| +0.8% | +$36.1K | 0.54% | 53 |
|
|
2017
Q2 | $4.62M | Sell |
24,042
-260
| -1% | -$50K | 0.57% | 46 |
|
|
2017
Q1 | $4.55M | Buy |
+24,302
| New | +$4.55M | 0.6% | 42 |
|