Spire Wealth Management’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 | $3.53M | Sell |
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|
2025
Q2 | $3.49M | Sell |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $2.85M | Sell |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $3.04M | Sell |
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|
2021
Q2 | $3.08M | Sell |
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|
2021
Q1 | $3.05M | Buy |
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