Bogart Wealth LLC’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
Q3 | $83.4K | Buy |
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|
2025
Q2 | $78.2K | Sell |
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|
2025
Q1 | $144K | Sell |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $122K | Buy |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $73.3K | Buy |
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|
2023
Q2 | $76.1K | Buy |
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|
2023
Q1 | $15.1K | Buy |
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|
2022
Q4 | $14.6K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $9K | Buy |
|