BWA
Blodgett Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
5,468
| – | – | 0.39% | 37 |
|
|
2025
Q1 | $465K | Hold |
5,468
| – | – | 0.4% | 37 |
|
|
2024
Q4 | $483K | Hold |
5,468
| – | – | 0.38% | 35 |
|
|
2024
Q3 | $482K | Hold |
5,468
| – | – | 0.41% | 33 |
|
|
2024
Q2 | $443K | Hold |
5,468
| – | – | 0.38% | 33 |
|
|
2024
Q1 | $460K | Hold |
5,468
| – | – | 0.41% | 33 |
|
|
2023
Q4 | $425K | Hold |
5,468
| – | – | 0.43% | 35 |
|
|
2023
Q3 | $379K | Sell |
5,468
-100
| -2% | -$6.93K | 0.42% | 39 |
|
|
2023
Q2 | $407K | Hold |
5,568
| – | – | 0.42% | 39 |
|
|
2023
Q1 | $389K | Hold |
5,568
| – | – | 0.45% | 40 |
|
|
2022
Q4 | $376K | Hold |
5,568
| – | – | 0.46% | 40 |
|
|
2022
Q3 | $346K | Sell |
5,568
-620
| -10% | -$38.5K | 0.41% | 43 |
|
|
2022
Q2 | $400K | Hold |
6,188
| – | – | 0.44% | 43 |
|
|
2022
Q1 | $483K | Hold |
6,188
| – | – | 0.4% | 45 |
|
|
2021
Q4 | $514K | Buy |
+6,188
| New | +$514K | 0.4% | 50 |
|