Wealth Dimensions 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
Q2 | $844K | Sell |
|
|||||
|
2025
Q1 | $787K | Hold |
|
|||||
|
2024
Q4 | $818K | Buy |
|
|||||
|
2024
Q3 | $423K | Hold |
|
|||||
|
2024
Q2 | $389K | Sell |
|
|||||
|
2024
Q1 | $410K | Hold |
|
|||||
|
2023
Q4 | $379K | Sell |
|
|||||
|
2023
Q3 | $403K | Buy |
|
|||||
|
2023
Q2 | $423K | Buy |
|
|||||
|
2023
Q1 | $374K | Hold |
|
|||||
|
2022
Q4 | $361K | Hold |
|
|||||
|
2022
Q3 | $332K | Sell |
|
|||||
|
2022
Q2 | $391K | Hold |
|
|||||
|
2022
Q1 | $472K | Sell |
|
|||||
|
2021
Q4 | $511K | Buy |
|
|||||
|
2021
Q3 | $435K | Sell |
|
|||||
|
2021
Q2 | $520K | Sell |
|
|||||
|
2021
Q1 | $509K | Hold |
|
|||||
|
2020
Q4 | $472K | Buy |
|