Abundance Wealth Counselors’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 | $260K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $236K | Buy |
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