V2 Financial group’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 | $367K | Hold |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $375K | Hold |
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|
2021
Q4 | $398K | Hold |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $355K | Hold |
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|
2020
Q4 | $329K | Buy |
|