Topel & Distasi 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 | $340K | Hold |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $312K | Sell |
|
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $384K | Buy |
|
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $312K | Buy |
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