Whitener Capital 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
2026
Q1
$406K Buy
2019
Q4
Sell
2019
Q3
$96K Sell
2019
Q2
$148K Buy
2019
Q1
$141K Buy
2018
Q4
$119K Hold
2018
Q3
$141K Buy
2018
Q2
Sell
2018
Q1
$132K Hold
2017
Q4
$133K Buy