Signature Estate & Investment Advisors’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 | $590K | Sell |
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|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $755K | Buy |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $267K | Buy |
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