BWA
BlueSky 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 | $688K | Hold |
7,481
| – | – | 0.1% | 50 |
|
|
2025
Q1 | $636K | Hold |
7,481
| – | – | 0.1% | 50 |
|
|
2024
Q4 | $661K | Hold |
7,481
| – | – | 0.1% | 52 |
|
|
2024
Q3 | $659K | Hold |
7,481
| – | – | 0.1% | 52 |
|
|
2024
Q2 | $607K | Hold |
7,481
| – | – | 0.1% | 51 |
|
|
2024
Q1 | $629K | Hold |
7,481
| – | – | 0.49% | 23 |
|
|
2023
Q4 | $581K | Hold |
7,481
| – | – | 0.11% | 47 |
|
|
2023
Q3 | $518K | Sell |
7,481
-855
| -10% | -$59.2K | 0.11% | 48 |
|
|
2023
Q2 | $609K | Hold |
8,336
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $583K | Sell |
8,336
-905
| -10% | -$63.3K | 0.12% | 43 |
|
|
2022
Q4 | $623K | Sell |
9,241
-1,463
| -14% | -$98.7K | 0.14% | 39 |
|
|
2022
Q3 | $665K | Buy |
10,704
+2,368
| +28% | +$147K | 0.15% | 38 |
|
|
2022
Q2 | $539K | Hold |
8,336
| – | – | 0.12% | 41 |
|
|
2022
Q1 | $651K | Hold |
8,336
| – | – | 0.13% | 41 |
|
|
2021
Q4 | $692K | Hold |
8,336
| – | – | 0.13% | 37 |
|
|
2021
Q3 | $652K | Hold |
8,336
| – | – | 0.13% | 36 |
|
|
2021
Q2 | $665K | Sell |
8,336
-1,621
| -16% | -$129K | 0.13% | 37 |
|
|
2021
Q1 | $760K | Sell |
9,957
-1,283
| -11% | -$97.9K | 0.17% | 30 |
|
|
2020
Q4 | $771K | Hold |
11,240
| – | – | 0.19% | 32 |
|
|
2020
Q3 | $686K | Sell |
11,240
-1,432
| -11% | -$87.4K | 0.18% | 32 |
|
|
2020
Q2 | $679K | Sell |
12,672
-2,259
| -15% | -$121K | 0.19% | 32 |
|
|
2020
Q1 | $645K | Sell |
14,931
-117
| -0.8% | -$5.05K | 0.24% | 34 |
|
|
2019
Q4 | $904K | Hold |
15,048
| – | – | 0.3% | 38 |
|
|
2019
Q3 | $821K | Sell |
15,048
-476
| -3% | -$26K | 0.28% | 38 |
|
|
2019
Q2 | $867K | Buy |
+15,524
| New | +$867K | 0.31% | 36 |
|