Abundance Wealth Counselors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
2,698
-172
| -6% | -$15.8K | 0.05% | 145 |
|
|
2025
Q1 | $244K | Buy |
2,870
+172
| +6% | +$14.6K | 0.05% | 134 |
|
|
2024
Q4 | $239K | Sell |
2,698
-215
| -7% | -$19K | 0.05% | 131 |
|
|
2024
Q3 | $257K | Buy |
+2,913
| New | +$257K | 0.05% | 127 |
|
|
2024
Q2 | – | Sell |
-3,598
| Closed | -$303K | – | 106 |
|
|
2024
Q1 | $303K | Hold |
3,598
| – | – | 0.07% | 118 |
|
|
2023
Q4 | $280K | Hold |
3,598
| – | – | 0.07% | 120 |
|
|
2023
Q3 | $249K | Buy |
+3,598
| New | +$249K | 0.07% | 119 |
|
|
2023
Q2 | – | Sell |
-3,598
| Closed | -$252K | – | 104 |
|
|
2023
Q1 | $252K | Sell |
3,598
-183
| -5% | -$12.8K | 0.06% | 130 |
|
|
2022
Q4 | $255K | Buy |
3,781
+183
| +5% | +$12.3K | 0.07% | 124 |
|
|
2022
Q3 | $224K | Hold |
3,598
| – | – | 0.06% | 127 |
|
|
2022
Q2 | $233K | Hold |
3,598
| – | – | 0.06% | 128 |
|
|
2022
Q1 | $281K | Sell |
3,598
-700
| -16% | -$54.7K | 0.08% | 120 |
|
|
2021
Q4 | $357K | Buy |
+4,298
| New | +$357K | 0.09% | 92 |
|
|
2021
Q3 | – | Sell |
-4,398
| Closed | -$348K | – | 80 |
|
|
2021
Q2 | $348K | Hold |
4,398
| – | – | 0.09% | 85 |
|
|
2021
Q1 | $325K | Hold |
4,398
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $301K | Hold |
4,398
| – | – | 0.08% | 72 |
|
|
2020
Q3 | $252K | Hold |
4,398
| – | – | 0.07% | 74 |
|
|
2020
Q2 | $236K | Buy |
+4,398
| New | +$236K | 0.07% | 73 |
|