Western Wealth Management’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 | $820K | Buy |
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|
2025
Q2 | $775K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $225K | Buy |
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