Strategic Wealth 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 | $161K | Sell |
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|
2025
Q2 | $284K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $213K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $3K | Buy |
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