Blodgett Wealth Advisors’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 | $503K | Hold |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $483K | Hold |
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|
2024
Q3 | $482K | Hold |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $483K | Hold |
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|
2021
Q4 | $514K | Buy |
|