West Financial Advisors’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 | $100K | Hold |
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|
2025
Q2 | $95.6K | Hold |
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|
2025
Q1 | $88.5K | Hold |
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|
2024
Q4 | $91.9K | Hold |
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|
2024
Q3 | $91.7K | Hold |
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|
2024
Q2 | $84.3K | Hold |
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|
2024
Q1 | $87.5K | Hold |
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|
2023
Q4 | $80.8K | Hold |
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|
2023
Q3 | $72K | Hold |
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|
2023
Q2 | $76K | Hold |
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|
2023
Q1 | $72.7K | Hold |
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|
2022
Q4 | $70.1K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $86K | Hold |
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|
2021
Q3 | $81K | Hold |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $71K | Buy |
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