Dechtman Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $373K | Sell |
4,217
-665
| -14% | -$58.8K | 0.07% | 42 |
|
|
2024
Q3 | $430K | Sell |
4,882
-43
| -0.9% | -$3.79K | 0.09% | 40 |
|
|
2024
Q2 | $399K | Sell |
4,925
-2,271
| -32% | -$184K | 0.09% | 40 |
|
|
2024
Q1 | $605K | Sell |
7,196
-430
| -6% | -$36.2K | 0.14% | 31 |
|
|
2023
Q4 | $592K | Sell |
7,626
-1,128
| -13% | -$87.6K | 0.16% | 27 |
|
|
2023
Q3 | $606K | Sell |
8,754
-567
| -6% | -$39.3K | 0.18% | 24 |
|
|
2023
Q2 | $681K | Buy |
+9,321
| New | +$681K | 0.2% | 20 |
|