Strategic Financial 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
Q3 | $12.6M | Buy |
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|
2025
Q2 | $9.03M | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $14.5M | Buy |
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|
2024
Q2 | $12.2M | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $15.6M | Buy |
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|
2022
Q2 | $16.2M | Sell |
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|
2022
Q1 | $21.8M | Sell |
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|
2021
Q4 | $25.7M | Buy |
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|
2021
Q3 | $22.4M | Buy |
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|
2021
Q2 | $21.9M | Buy |
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|
2021
Q1 | $17.4M | Buy |
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|
2020
Q4 | $14.6M | Buy |
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|
2020
Q3 | $8.14M | Sell |
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|
2020
Q2 | $8.82M | Buy |
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|
2020
Q1 | $6.44M | Sell |
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|
2019
Q4 | $9.68M | Buy |
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