Weaver Consulting Group’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 | $281K | Hold |
3,058
| – | – | 0.08% | 185 |
|
|
2025
Q1 | $260K | Buy |
3,058
+34
| +1% | +$2.89K | 0.08% | 191 |
|
|
2024
Q4 | $267K | Hold |
3,024
| – | – | 0.08% | 176 |
|
|
2024
Q3 | $267K | Hold |
3,024
| – | – | 0.08% | 177 |
|
|
2024
Q2 | $245K | Hold |
3,024
| – | – | 0.09% | 172 |
|
|
2024
Q1 | $254K | Hold |
3,024
| – | – | 0.09% | 163 |
|
|
2023
Q4 | $235K | Hold |
3,024
| – | – | 0.1% | 172 |
|
|
2023
Q3 | $209K | Hold |
3,024
| – | – | 0.09% | 172 |
|
|
2023
Q2 | $221K | Hold |
3,024
| – | – | 0.1% | 161 |
|
|
2023
Q1 | $211K | Hold |
3,024
| – | – | 0.1% | 167 |
|
|
2022
Q4 | $204K | Buy |
+3,024
| New | +$204K | 0.1% | 167 |
|
|
2022
Q2 | – | Sell |
-3,024
| Closed | -$236K | – | 173 |
|
|
2022
Q1 | $236K | Hold |
3,024
| – | – | 0.11% | 151 |
|
|
2021
Q4 | $251K | Hold |
3,024
| – | – | 0.12% | 142 |
|
|
2021
Q3 | $237K | Hold |
3,024
| – | – | 0.13% | 128 |
|
|
2021
Q2 | $240K | Hold |
3,024
| – | – | 0.14% | 127 |
|
|
2021
Q1 | $224K | Hold |
3,024
| – | – | 0.14% | 127 |
|
|
2020
Q4 | $207K | Hold |
3,024
| – | – | 0.13% | 133 |
|
|
2020
Q3 | $174K | Buy |
3,024
+200
| +7% | +$11.5K | 0.1% | 133 |
|
|
2020
Q2 | $151K | Hold |
2,824
| – | – | 0.09% | 148 |
|
|
2020
Q1 | $122K | Hold |
2,824
| – | – | 0.08% | 145 |
|
|
2019
Q4 | $158K | Hold |
2,824
| – | – | 0.08% | 127 |
|
|
2019
Q3 | $162K | Hold |
2,824
| – | – | 0.09% | 121 |
|
|
2019
Q2 | $158K | Hold |
2,824
| – | – | 0.09% | 116 |
|
|
2019
Q1 | $156K | Buy |
+2,824
| New | +$156K | 0.04% | 251 |
|