Valley Forge Investment Consultants’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 | $598K | Hold |
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|
2025
Q2 | $569K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $645K | Buy |
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|
2023
Q3 | $569K | Hold |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $292K | Buy |
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