Sharkey, Howes & Javer’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 | – | Sell |
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|
2025
Q4 | $236K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $102K | Hold |
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|
2019
Q1 | $98K | Sell |
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|
2018
Q4 | $136K | Hold |
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|
2018
Q3 | $162K | Hold |
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|
2018
Q2 | $155K | Hold |
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|
2018
Q1 | $151K | Sell |
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|
2017
Q4 | $162K | Sell |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $183K | Hold |
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|
2017
Q1 | $178K | Hold |
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|
2016
Q4 | $170K | Buy |
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|
2016
Q3 | $137K | Hold |
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|
2016
Q2 | $133K | Hold |
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|
2016
Q1 | $128K | Buy |
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|
2015
Q4 | $47K | Sell |
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|
2015
Q3 | $83K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $110K | Buy |
|