9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.8M | Sell |
|
|||||
|
2024
Q2 | $8.19M | Sell |
|
|||||
|
2024
Q1 | $9.09M | Buy |
|
|||||
|
2023
Q4 | $8.22M | Buy |
|
|||||
|
2023
Q3 | $7.08M | Sell |
|
|||||
|
2023
Q2 | $7.72M | Buy |
|
|||||
|
2023
Q1 | $7.19M | Buy |
|
|||||
|
2022
Q4 | $6.52M | Buy |
|
|||||
|
2022
Q3 | $4.4M | Buy |
|
|||||
|
2022
Q2 | $2.58M | Buy |
|
|||||
|
2022
Q1 | $1.04M | Buy |
|
|||||
|
2021
Q4 | $599K | Buy |
|
|||||
|
2021
Q3 | $333K | Buy |
|
|||||
|
2021
Q2 | $318K | Sell |
|
|||||
|
2021
Q1 | $318K | Hold |
|
|||||
|
2020
Q4 | $295K | Buy |
|