DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
3,000
| – | – | 0.1% | 142 |
|
|
2025
Q1 | $255K | Hold |
3,000
| – | – | 0.1% | 137 |
|
|
2024
Q4 | $265K | Hold |
3,000
| – | – | 0.1% | 136 |
|
|
2024
Q3 | $264K | Hold |
3,000
| – | – | 0.1% | 136 |
|
|
2024
Q2 | $243K | Hold |
3,000
| – | – | 0.1% | 137 |
|
|
2024
Q1 | $252K | Hold |
3,000
| – | – | 0.11% | 128 |
|
|
2023
Q4 | $233K | Hold |
3,000
| – | – | 0.11% | 127 |
|
|
2023
Q3 | $208K | Hold |
3,000
| – | – | 0.11% | 128 |
|
|
2023
Q2 | $219K | Hold |
3,000
| – | – | 0.11% | 129 |
|
|
2023
Q1 | $210K | Hold |
3,000
| – | – | 0.11% | 135 |
|
|
2022
Q4 | $202K | Buy |
+3,000
| New | +$202K | 0.12% | 131 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$235K | – | 133 |
|
|
2022
Q1 | $235K | Hold |
3,000
| – | – | 0.11% | 125 |
|
|
2021
Q4 | $249K | Hold |
3,000
| – | – | 0.12% | 121 |
|
|
2021
Q3 | $235K | Hold |
3,000
| – | – | 0.12% | 112 |
|
|
2021
Q2 | $238K | Hold |
3,000
| – | – | 0.13% | 105 |
|
|
2021
Q1 | $222K | Hold |
3,000
| – | – | 0.13% | 103 |
|
|
2020
Q4 | $206K | Buy |
+3,000
| New | +$206K | 0.13% | 99 |
|