Vertex Planning Partners’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 | $933K | Buy |
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|
2025
Q2 | $875K | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $478K | Buy |
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