Wealth Enhancement Advisory Services’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 | $77.6M | Sell |
|
|||||
|
2025
Q1 | $71.2M | Buy |
|
|||||
|
2024
Q4 | $72.7M | Sell |
|
|||||
|
2024
Q3 | $72.8M | Buy |
|
|||||
|
2024
Q2 | $66.5M | Buy |
|
|||||
|
2024
Q1 | $66.3M | Sell |
|
|||||
|
2023
Q4 | $62.6M | Sell |
|
|||||
|
2023
Q3 | $55.8M | Buy |
|
|||||
|
2023
Q2 | $599K | Buy |
|
|||||
|
2023
Q1 | $564K | Buy |
|
|||||
|
2022
Q4 | $314K | Sell |
|
|||||
|
2022
Q3 | $295K | Sell |
|
|||||
|
2022
Q2 | $347K | Sell |
|
|||||
|
2022
Q1 | $414K | Buy |
|
|||||
|
2021
Q4 | $395K | Sell |
|
|||||
|
2021
Q3 | $455K | Buy |
|
|||||
|
2021
Q2 | $427K | Sell |
|
|||||
|
2021
Q1 | $535K | Buy |
|
|||||
|
2020
Q4 | $253K | Buy |
|