Wells Trecaso Financial 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
Q2 | $2.3M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $992K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $732K | Hold |
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|
2021
Q1 | $683K | Buy |
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $924K | Hold |
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|
2020
Q2 | $863K | Hold |
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|
2020
Q1 | $695K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $1.05M | Hold |
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|
2019
Q2 | $1.05M | Hold |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $874K | Hold |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $992K | Sell |
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|
2018
Q1 | $1.33M | Hold |
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|
2017
Q4 | $1.34M | Buy |
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