Wealthspire Advisors (New York)’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 | $37.7M | Buy |
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|
2025
Q2 | $35.4M | Sell |
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|
2025
Q1 | $33.6M | Buy |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.27M | Buy |
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|
2023
Q2 | $1.8M | Hold |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $542K | Sell |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $205K | Buy |
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