World Investment 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 | $2.99M | Sell |
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|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $969K | Buy |
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|
2024
Q2 | $798K | Buy |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $774K | Sell |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $388K | Buy |
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