RWA Wealth Partners’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 | $7.64M | Sell |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $7.48M | Sell |
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|
2024
Q3 | $7.47M | Sell |
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|
2024
Q2 | $6.93M | Sell |
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|
2024
Q1 | $7.19M | Buy |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $3.33M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $4M | Sell |
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|
2021
Q4 | $4.35M | Buy |
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|
2021
Q3 | $3.89M | Sell |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.72M | Sell |
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|
2020
Q3 | $3.12M | Sell |
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|
2020
Q2 | $3.08M | Sell |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $4.98M | Sell |
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|
2019
Q3 | $4.7M | Buy |
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|
2019
Q2 | $4.67M | Sell |
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|
2019
Q1 | $4.51M | Sell |
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|
2018
Q4 | $3.9M | Sell |
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|
2018
Q3 | $4.67M | Sell |
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|
2018
Q2 | $4.51M | Sell |
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|
2018
Q1 | $4.76M | Sell |
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|
2017
Q4 | $5.01M | Sell |
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|
2017
Q3 | $4.78M | Buy |
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|
2017
Q2 | $4.62M | Sell |
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|
2017
Q1 | $4.55M | Buy |
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