9WM
9258 Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.8M | Sell |
99,797
-1,274
| -1% | -$112K | 1.3% | 17 |
|
|
2024
Q2 | $8.19M | Sell |
101,071
-7,084
| -7% | -$574K | 1.26% | 18 |
|
|
2024
Q1 | $9.09M | Buy |
108,155
+2,419
| +2% | +$203K | 1.42% | 18 |
|
|
2023
Q4 | $8.22M | Buy |
105,736
+3,451
| +3% | +$268K | 1.45% | 18 |
|
|
2023
Q3 | $7.08M | Sell |
102,285
-3,493
| -3% | -$242K | 1.38% | 18 |
|
|
2023
Q2 | $7.72M | Buy |
105,778
+2,877
| +3% | +$210K | 1.45% | 19 |
|
|
2023
Q1 | $7.19M | Buy |
102,901
+6,284
| +7% | +$439K | 1.45% | 19 |
|
|
2022
Q4 | $6.52M | Buy |
96,617
+25,844
| +37% | +$1.74M | 1.41% | 18 |
|
|
2022
Q3 | $4.4M | Buy |
70,773
+30,844
| +77% | +$1.92M | 1.12% | 18 |
|
|
2022
Q2 | $2.58M | Buy |
39,929
+26,650
| +201% | +$1.72M | 0.66% | 31 |
|
|
2022
Q1 | $1.04M | Buy |
13,279
+6,066
| +84% | +$473K | 0.24% | 96 |
|
|
2021
Q4 | $599K | Buy |
7,213
+2,951
| +69% | +$245K | 0.14% | 164 |
|
|
2021
Q3 | $333K | Buy |
4,262
+250
| +6% | +$19.5K | 0.09% | 238 |
|
|
2021
Q2 | $318K | Sell |
4,012
-293
| -7% | -$23.2K | 0.09% | 247 |
|
|
2021
Q1 | $318K | Hold |
4,305
| – | – | 0.1% | 232 |
|
|
2020
Q4 | $295K | Buy |
+4,305
| New | +$295K | 0.1% | 230 |
|