U.S. Capital Wealth 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 | $1.97M | Sell |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $827K | Sell |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $771K | Buy |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $928K | Buy |
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|
2021
Q3 | $701K | Buy |
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