Transcend Capital 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 | $749K | Sell |
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|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $737K | Sell |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Buy |
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