DHJJ Financial Advisors’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 | $290K | Hold |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $206K | Buy |
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