Venturi Wealth Management’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 | $2.15M | Hold |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.75M | Hold |
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|
2024
Q4 | $1.82M | Hold |
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|
2024
Q3 | $1.82M | Hold |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.62M | Hold |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $352K | Buy |
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