Weil Company’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 | $486K | Hold |
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|
2025
Q2 | $463K | Hold |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $445K | Hold |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $408K | Hold |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $418K | Hold |
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|
2021
Q3 | $394K | Hold |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $270K | Hold |
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|
2020
Q1 | $217K | Hold |
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|
2019
Q4 | $300K | Buy |
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