CMP
Coston McIsaac & Partners’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 | $45K | Sell |
500
-60
| -11% | -$5.4K | 0.01% | 317 |
|
|
2025
Q1 | $47K | Buy |
560
+60
| +12% | +$5.04K | 0.01% | 281 |
|
|
2024
Q4 | $44K | Hold |
500
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $44 | Hold |
500
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $40K | Sell |
500
-552
| -52% | -$44.2K | 0.01% | 298 |
|
|
2024
Q1 | $88K | Hold |
1,052
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $81K | Hold |
1,052
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $72K | Hold |
1,052
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $76K | Hold |
1,052
| – | – | 0.03% | 208 |
|
|
2023
Q1 | $73K | Hold |
1,052
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $70 | Buy |
1,052
+500
| +91% | +$33 | 0.03% | 220 |
|
|
2022
Q3 | $34K | Hold |
552
| – | – | 0.02% | 274 |
|
|
2022
Q2 | $36K | Buy |
+552
| New | +$36K | 0.02% | 161 |
|