Daniels + Tansey’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $161 | Sell |
|
|||||
|
2023
Q2 | $5.84M | Sell |
|
|||||
|
2023
Q1 | $5.67M | Sell |
|
|||||
|
2022
Q4 | $5.48M | Sell |
|
|||||
|
2022
Q3 | $5.96M | Sell |
|
|||||
|
2022
Q2 | $6.24M | Sell |
|
|||||
|
2022
Q1 | $8.25M | Buy |
|
|||||
|
2021
Q4 | $8.74M | Sell |
|
|||||
|
2021
Q3 | $8.31M | Buy |
|
|||||
|
2021
Q2 | $8.45M | Sell |
|
|||||
|
2021
Q1 | $7.98M | Sell |
|
|||||
|
2020
Q4 | $7.48M | Sell |
|
|||||
|
2020
Q3 | $7.25M | Buy |
|