FW
Fairway Wealth’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 | $1.73M | Buy |
18,786
+1,789
| +11% | +$165K | 0.55% | 30 |
|
2025
Q1 | $1.45M | Buy |
16,997
+45
| +0.3% | +$3.83K | 0.53% | 28 |
|
2024
Q4 | $1.5M | Buy |
16,952
+55
| +0.3% | +$4.86K | 0.67% | 25 |
|
2024
Q3 | $1.49M | Buy |
16,897
+63
| +0.4% | +$5.55K | 0.76% | 24 |
|
2024
Q2 | $1.36M | Buy |
16,834
+2,871
| +21% | +$233K | 0.8% | 24 |
|
2024
Q1 | $1.17M | Buy |
13,963
+32
| +0.2% | +$2.69K | 0.8% | 24 |
|
2023
Q4 | $1.08M | Buy |
+13,931
| New | +$1.08M | 0.83% | 24 |
|