Stratos Wealth 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 | $2.02M | Buy |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $476K | Buy |
|