Thrive 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
$250K Hold
2025
Q2
$238K Hold
2025
Q1
$221K Sell
2024
Q4
$252K Buy
2024
Q3
$232K Buy
2024
Q2
$214K Hold
2024
Q1
$221K Buy
2023
Q4
$205K Buy