Fairhaven Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $211K | Buy |
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