Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $52K | Buy |
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