Weaver Consulting 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
Q3 | $295K | Hold |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $207K | Hold |
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|
2020
Q3 | $174K | Buy |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $158K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $158K | Hold |
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|
2019
Q1 | $156K | Buy |
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