Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $351K | Sell |
|
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $347K | Sell |
|
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $321K | Sell |
|
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $376K | Buy |
|
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|
2022
Q4 | $360K | Buy |
|
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $350K | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $646K | Sell |
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|
2019
Q3 | $628K | Sell |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $1.99M | Sell |
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|
2018
Q4 | $1.77M | Buy |
|