Strategic Financial Concepts’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 | $304K | Buy |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $766K | Sell |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $738K | Buy |
|