AWS
AJ Wealth Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,520
| Closed | -$343K | – | 313 |
|
|
2022
Q3 | $343K | Hold |
5,520
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $357K | Hold |
5,520
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $431K | Hold |
5,520
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $458K | Hold |
5,520
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $432K | Buy |
+5,520
| New | +$432K | 0.02% | 203 |
|
|
2018
Q2 | – | Sell |
-1,136
| Closed | -$235K | – | 100 |
|
|
2018
Q1 | $235K | Hold |
1,136
| – | – | 0.06% | 80 |
|
|
2017
Q4 | $236K | Hold |
1,136
| – | – | 0.06% | 82 |
|
|
2017
Q3 | $224K | Sell |
1,136
-228
| -17% | -$45K | 0.07% | 72 |
|
|
2017
Q2 | $262K | Buy |
+1,364
| New | +$262K | 0.1% | 63 |
|