BFG
Bouchey Financial Group’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 |
4,219
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $359K | Sell |
4,219
-84
| -2% | -$7.15K | 0.03% | 89 |
|
|
2024
Q4 | $380K | Buy |
4,303
+73
| +2% | +$6.45K | 0.03% | 92 |
|
|
2024
Q3 | $373K | Hold |
4,230
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $342K | Buy |
4,230
+1
| +0% | +$81 | 0.03% | 105 |
|
|
2024
Q1 | $356K | Hold |
4,229
| – | – | 0.04% | 98 |
|
|
2023
Q4 | $329K | Hold |
4,229
| – | – | 0.04% | 99 |
|
|
2023
Q3 | $293K | Hold |
4,229
| – | – | 0.04% | 96 |
|
|
2023
Q2 | $309K | Buy |
4,229
+194
| +5% | +$14.2K | 0.04% | 84 |
|
|
2023
Q1 | $282K | Hold |
4,035
| – | – | 0.04% | 81 |
|
|
2022
Q4 | $272K | Hold |
4,035
| – | – | 0.04% | 75 |
|
|
2022
Q3 | $251K | Hold |
4,035
| – | – | 0.04% | 77 |
|
|
2022
Q2 | $261K | Hold |
4,035
| – | – | 0.04% | 78 |
|
|
2022
Q1 | $315K | Hold |
4,035
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $335K | Hold |
4,035
| – | – | 0.05% | 74 |
|
|
2021
Q3 | $316K | Hold |
4,035
| – | – | 0.04% | 71 |
|
|
2021
Q2 | $320K | Sell |
4,035
-298
| -7% | -$23.6K | 0.05% | 61 |
|
|
2021
Q1 | $320K | Sell |
4,333
-20
| -0.5% | -$1.48K | 0.05% | 60 |
|
|
2020
Q4 | $298K | Buy |
+4,353
| New | +$298K | 0.05% | 59 |
|
|
2018
Q3 | – | Sell |
-990
| Closed | -$210K | – | 77 |
|
|
2018
Q2 | $210K | Hold |
990
| – | – | 0.06% | 64 |
|
|
2018
Q1 | $204K | Sell |
990
-928
| -48% | -$191K | 0.06% | 65 |
|
|
2017
Q4 | $399K | Sell |
1,918
-29
| -1% | -$6.03K | 0.12% | 55 |
|
|
2017
Q3 | $384K | Buy |
1,947
+116
| +6% | +$22.9K | 0.12% | 50 |
|
|
2017
Q2 | $352K | Sell |
1,831
-80
| -4% | -$15.4K | 0.11% | 52 |
|
|
2017
Q1 | $358K | Sell |
1,911
-248
| -11% | -$46.5K | 0.12% | 50 |
|
|
2016
Q4 | $386K | Buy |
2,159
+2
| +0.1% | +$358 | 0.16% | 41 |
|
|
2016
Q3 | $376K | Hold |
2,157
| – | – | 0.15% | 43 |
|
|
2016
Q2 | $363K | Buy |
2,157
+130
| +6% | +$21.9K | 0.15% | 44 |
|
|
2016
Q1 | $330K | Sell |
2,027
-45
| -2% | -$7.33K | 0.14% | 46 |
|
|
2015
Q4 | $332K | Sell |
2,072
-365
| -15% | -$58.5K | 0.14% | 47 |
|
|
2015
Q3 | $379K | Sell |
2,437
-530
| -18% | -$82.4K | 0.18% | 40 |
|
|
2015
Q2 | $505K | Buy |
2,967
+711
| +32% | +$121K | 0.22% | 41 |
|
|
2015
Q1 | $391K | Sell |
2,256
-44
| -2% | -$7.63K | 0.18% | 43 |
|
|
2014
Q4 | $384K | Sell |
2,300
-400
| -15% | -$66.8K | 0.18% | 44 |
|
|
2014
Q3 | $428K | Sell |
2,700
-686
| -20% | -$109K | 0.22% | 47 |
|
|
2014
Q2 | $550K | Sell |
3,386
-14,981
| -82% | -$2.43M | 0.29% | 45 |
|
|
2014
Q1 | $2.84M | Sell |
18,367
-756
| -4% | -$117K | 1.73% | 23 |
|
|
2013
Q4 | $2.9M | Buy |
+19,123
| New | +$2.9M | 2.04% | 19 |
|