DBK Financial Counsel’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 | $493K | Hold |
|
|||||
|
2025
Q2 | $470K | Hold |
|
|||||
|
2025
Q1 | $434K | Sell |
|
|||||
|
2024
Q4 | $540K | Hold |
|
|||||
|
2024
Q3 | $538K | Hold |
|
|||||
|
2024
Q2 | $495K | Hold |
|
|||||
|
2024
Q1 | $513K | Sell |
|
|||||
|
2023
Q4 | $630K | Hold |
|
|||||
|
2023
Q3 | $561K | Hold |
|
|||||
|
2023
Q2 | $592K | Hold |
|
|||||
|
2023
Q1 | $567K | Sell |
|
|||||
|
2022
Q4 | $759K | Hold |
|
|||||
|
2022
Q3 | $699K | Sell |
|
|||||
|
2022
Q2 | $872K | Buy |
|
|||||
|
2022
Q1 | $878K | Sell |
|
|||||
|
2021
Q4 | $1.18M | Buy |
|