Wealth Enhancement Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.6M | Sell |
828,507
-8,590
| -1% | -$805K | 0.13% | 158 |
|
|
2025
Q1 | $71.2M | Buy |
837,097
+14,273
| +2% | +$1.21M | 0.14% | 148 |
|
|
2024
Q4 | $72.7M | Sell |
822,824
-3,656
| -0.4% | -$323K | 0.14% | 145 |
|
|
2024
Q3 | $72.8M | Buy |
826,480
+6,737
| +0.8% | +$594K | 0.16% | 130 |
|
|
2024
Q2 | $66.5M | Buy |
819,743
+31,025
| +4% | +$2.52M | 0.16% | 137 |
|
|
2024
Q1 | $66.3M | Sell |
788,718
-16,975
| -2% | -$1.43M | 0.17% | 125 |
|
|
2023
Q4 | $62.6M | Sell |
805,693
-505
| -0.1% | -$39.3K | 0.18% | 122 |
|
|
2023
Q3 | $55.8M | Buy |
806,198
+797,992
| +9,724% | +$55.3M | 0.18% | 120 |
|
|
2023
Q2 | $599K | Buy |
8,206
+138
| +2% | +$10.1K | 0.01% | 329 |
|
|
2023
Q1 | $564K | Buy |
8,068
+3,687
| +84% | +$258K | 0.01% | 376 |
|
|
2022
Q4 | $314K | Sell |
4,381
-247
| -5% | -$17.7K | ﹤0.01% | 293 |
|
|
2022
Q3 | $295K | Sell |
4,628
-590
| -11% | -$37.6K | ﹤0.01% | 297 |
|
|
2022
Q2 | $347K | Sell |
5,218
-39
| -0.7% | -$2.59K | ﹤0.01% | 299 |
|
|
2022
Q1 | $414K | Buy |
5,257
+91
| +2% | +$7.17K | 0.01% | 277 |
|
|
2021
Q4 | $395K | Sell |
5,166
-302
| -6% | -$23.1K | 0.01% | 260 |
|
|
2021
Q3 | $455K | Buy |
5,468
+5
| +0.1% | +$416 | 0.01% | 257 |
|
|
2021
Q2 | $427K | Sell |
5,463
-1,611
| -23% | -$126K | 0.01% | 241 |
|
|
2021
Q1 | $535K | Buy |
7,074
+3,501
| +98% | +$265K | 0.01% | 226 |
|
|
2020
Q4 | $253K | Buy |
+3,573
| New | +$253K | 0.01% | 208 |
|