AWM
AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1K | Hold |
480
| – | – | 0.02% | 237 |
|
|
2025
Q1 | $40.8K | Hold |
480
| – | – | 0.02% | 233 |
|
|
2024
Q4 | $42.4K | Hold |
480
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $42.3K | Hold |
480
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $38.9K | Hold |
480
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $40.3K | Hold |
480
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $37.3K | Hold |
480
| – | – | 0.02% | 236 |
|
|
2023
Q3 | $33.2K | Hold |
480
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $32.7K | Hold |
480
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $33.5K | Hold |
480
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $32.4K | Hold |
480
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $30K | Hold |
480
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $31K | Hold |
480
| – | – | 0.02% | 251 |
|
|
2022
Q1 | $37K | Hold |
480
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $40K | Hold |
480
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $38K | Hold |
480
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $38K | Hold |
480
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $35K | Hold |
480
| – | – | 0.02% | 265 |
|
|
2020
Q4 | $33K | Hold |
480
| – | – | 0.02% | 238 |
|
|
2020
Q3 | $28K | Hold |
480
| – | – | 0.02% | 244 |
|
|
2020
Q2 | $26K | Buy |
480
+112
| +30% | +$6.07K | 0.02% | 242 |
|
|
2020
Q1 | $16K | Hold |
368
| – | – | 0.01% | 260 |
|
|
2019
Q4 | $22K | Hold |
368
| – | – | 0.02% | 255 |
|
|
2019
Q3 | $21K | Hold |
368
| – | – | 0.02% | 255 |
|
|
2019
Q2 | $21K | Sell |
368
-3,380
| -90% | -$193K | 0.02% | 260 |
|
|
2019
Q1 | $202K | Sell |
3,748
-1,500
| -29% | -$80.8K | 0.15% | 78 |
|
|
2018
Q4 | $244K | Buy |
5,248
+3,936
| +300% | +$183K | 0.2% | 63 |
|
|
2018
Q3 | $289K | Sell |
1,312
-55
| -4% | -$12.1K | 0.22% | 59 |
|
|
2018
Q2 | $290K | Buy |
+1,367
| New | +$290K | 0.22% | 57 |
|