Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.41M | Hold |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $6.02M | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $141K | Sell |
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|
2020
Q1 | $122K | Buy |
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