Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,090
| Closed | -$1.07M | – | 898 |
|
|
2024
Q3 | $1.07M | Sell |
12,090
-52
| -0.4% | -$4.58K | 0.03% | 382 |
|
|
2024
Q2 | $984K | Hold |
12,142
| – | – | 0.03% | 379 |
|
|
2024
Q1 | $1.02M | Buy |
12,142
+3,030
| +33% | +$255K | 0.03% | 366 |
|
|
2023
Q4 | $708K | Hold |
9,112
| – | – | 0.02% | 423 |
|
|
2023
Q3 | $631K | Buy |
+9,112
| New | +$631K | 0.02% | 414 |
|
|
2022
Q3 | – | Sell |
-3,135
| Closed | -$203K | – | 583 |
|
|
2022
Q2 | $203K | Hold |
3,135
| – | – | 0.02% | 488 |
|
|
2022
Q1 | $245K | Buy |
3,135
+560
| +22% | +$43.8K | 0.02% | 525 |
|
|
2021
Q4 | $214K | Buy |
+2,575
| New | +$214K | 0.02% | 571 |
|