TruWealth 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 | $259K | Buy |
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|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $206K | Buy |
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