EWA
Encompass Wealth Advisors’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 | $488K | Buy |
5,309
+13
| +0.2% | +$1.2K | 0.18% | 65 |
|
|
2025
Q1 | $451K | Buy |
5,296
+47
| +0.9% | +$4K | 0.18% | 68 |
|
|
2024
Q4 | $464K | Hold |
5,249
| – | – | 0.19% | 65 |
|
|
2024
Q3 | $463K | Hold |
5,249
| – | – | 0.12% | 150 |
|
|
2024
Q2 | $426K | Hold |
5,249
| – | – | 0.11% | 151 |
|
|
2024
Q1 | $441K | Buy |
5,249
+120
| +2% | +$10.1K | 0.12% | 155 |
|
|
2023
Q4 | $399K | Sell |
5,129
-1,892
| -27% | -$147K | 0.12% | 141 |
|
|
2023
Q3 | $486K | Hold |
7,021
| – | – | 0.16% | 114 |
|
|
2023
Q2 | $513K | Hold |
7,021
| – | – | 0.17% | 108 |
|
|
2023
Q1 | $491K | Buy |
7,021
+1,260
| +22% | +$88.1K | 0.17% | 111 |
|
|
2022
Q4 | $389K | Hold |
5,761
| – | – | 0.14% | 127 |
|
|
2022
Q3 | $358K | Hold |
5,761
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $373K | Buy |
+5,761
| New | +$373K | 0.13% | 130 |
|