Taylor & Morgan 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 | $11.4M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $9.82M | Buy |
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|
2024
Q4 | $9.91M | Buy |
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|
2024
Q3 | $9.82M | Buy |
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|
2024
Q2 | $8.92M | Buy |
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|
2024
Q1 | $8.94M | Buy |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $6.3M | Sell |
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|
2023
Q2 | $6.84M | Buy |
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|
2023
Q1 | $5.17M | Buy |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | $3.98M | Sell |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $4.11M | Buy |
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