BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $258K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $321K | Sell |
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|
2018
Q2 | $311K | Sell |
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|
2018
Q1 | $314K | Sell |
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|
2017
Q4 | $323K | Sell |
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|
2017
Q3 | $536K | Buy |
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