BWA
BlueChip 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 | $388K | Hold |
4,218
| – | – | 0.17% | 106 |
|
|
2025
Q1 | $359K | Sell |
4,218
-205
| -5% | -$17.4K | 0.18% | 105 |
|
|
2024
Q4 | $391K | Hold |
4,423
| – | – | 0.22% | 89 |
|
|
2024
Q3 | $390K | Hold |
4,423
| – | – | 0.2% | 99 |
|
|
2024
Q2 | $359K | Hold |
4,423
| – | – | 0.21% | 93 |
|
|
2024
Q1 | $372K | Hold |
4,423
| – | – | 0.24% | 82 |
|
|
2023
Q4 | $344K | Buy |
+4,423
| New | +$344K | 0.24% | 80 |
|