UWM
USAdvisors Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,035
+25
| +0.2% | +$2.3K | 0.38% | 61 |
|
|
2025
Q1 | $936K | Sell |
11,010
-17
| -0.2% | -$1.45K | 0.33% | 64 |
|
|
2024
Q4 | $974K | Buy |
11,027
+67
| +0.6% | +$5.92K | 0.32% | 67 |
|
|
2024
Q3 | $964K | Sell |
10,960
-277
| -2% | -$24.4K | 0.34% | 65 |
|
|
2024
Q2 | $911K | Sell |
11,237
-233
| -2% | -$18.9K | 0.32% | 64 |
|
|
2024
Q1 | $962K | Sell |
11,470
-832
| -7% | -$69.8K | 0.36% | 63 |
|
|
2023
Q4 | $956K | Buy |
12,302
+47
| +0.4% | +$3.65K | 0.4% | 58 |
|
|
2023
Q3 | $848K | Sell |
12,255
-185
| -1% | -$12.8K | 0.38% | 64 |
|
|
2023
Q2 | $909K | Sell |
12,440
-137
| -1% | -$10K | 0.43% | 59 |
|
|
2023
Q1 | $879K | Buy |
12,577
+586
| +5% | +$41K | 0.42% | 61 |
|
|
2022
Q4 | $809K | Buy |
11,991
+652
| +6% | +$44K | 0.39% | 63 |
|
|
2022
Q3 | $705K | Buy |
11,339
+182
| +2% | +$11.3K | 0.36% | 66 |
|
|
2022
Q2 | $721K | Sell |
11,157
-233
| -2% | -$15.1K | 0.36% | 64 |
|
|
2022
Q1 | $889K | Sell |
11,390
-299
| -3% | -$23.3K | 0.38% | 63 |
|
|
2021
Q4 | $970K | Sell |
11,689
-970
| -8% | -$80.5K | 0.39% | 54 |
|
|
2021
Q3 | $990K | Sell |
12,659
-486
| -4% | -$38K | 0.43% | 54 |
|
|
2021
Q2 | $1.04M | Sell |
13,145
-106
| -0.8% | -$8.4K | 0.57% | 46 |
|
|
2021
Q1 | $980K | Sell |
13,251
-974
| -7% | -$72K | 0.47% | 49 |
|
|
2020
Q4 | $972K | Buy |
14,225
+5,726
| +67% | +$391K | 0.47% | 45 |
|
|
2020
Q3 | $487 | Buy |
8,499
+1,893
| +29% | +$108 | 0.08% | 52 |
|
|
2020
Q2 | $354K | Buy |
6,606
+570
| +9% | +$30.5K | 0.19% | 54 |
|
|
2020
Q1 | $261K | Hold |
6,036
| – | – | 0.16% | 60 |
|
|
2019
Q4 | $360K | Buy |
+6,036
| New | +$360K | 0.19% | 63 |
|