Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.5K | Buy |
199
+1
| +0.5% | +$88 | 0.01% | 165 |
|
|
2024
Q2 | $16.1K | Hold |
198
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $16.6K | Buy |
198
+117
| +144% | +$9.81K | 0.01% | 156 |
|
|
2023
Q4 | $6.3K | Hold |
81
| – | – | ﹤0.01% | 163 |
|
|
2023
Q3 | $5.61K | Hold |
81
| – | – | ﹤0.01% | 161 |
|
|
2023
Q2 | $5.92K | Hold |
81
| – | – | ﹤0.01% | 168 |
|
|
2023
Q1 | $5.66K | Buy |
+81
| New | +$5.66K | ﹤0.01% | 165 |
|