DWMS
Dominguez Wealth Management Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
13,709
-89
| -0.6% | -$8.19K | 0.88% | 24 |
|
|
2025
Q1 | $1.17M | Buy |
13,798
+13
| +0.1% | +$1.11K | 0.86% | 24 |
|
|
2024
Q4 | $1.22M | Sell |
13,785
-100
| -0.7% | -$8.84K | 0.89% | 24 |
|
|
2024
Q3 | $1.22M | Buy |
13,885
+12
| +0.1% | +$1.06K | 0.89% | 23 |
|
|
2024
Q2 | $1.12M | Sell |
13,873
-196
| -1% | -$15.9K | 0.85% | 25 |
|
|
2024
Q1 | $1.18M | Buy |
14,069
+10
| +0.1% | +$841 | 0.93% | 24 |
|
|
2023
Q4 | $1.09M | Sell |
14,059
-30
| -0.2% | -$2.33K | 0.91% | 23 |
|
|
2023
Q3 | $976K | Sell |
14,089
-175
| -1% | -$12.1K | 0.9% | 26 |
|
|
2023
Q2 | $1.04M | Sell |
14,264
-227
| -2% | -$16.6K | 0.91% | 24 |
|
|
2023
Q1 | $1.01M | Buy |
14,491
+15
| +0.1% | +$1.05K | 0.93% | 25 |
|
|
2022
Q4 | $976K | Buy |
+14,476
| New | +$976K | 0.97% | 25 |
|