FDDB
Fidelity D&D Bancorp’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 | $228K | Sell |
2,476
-413
| -14% | -$38K | 0.14% | 89 |
|
2025
Q1 | $246K | Sell |
2,889
-16
| -0.6% | -$1.36K | 0.16% | 89 |
|
2024
Q4 | $257K | Buy |
2,905
+16
| +0.6% | +$1.41K | 0.17% | 89 |
|
2024
Q3 | $255K | Hold |
2,889
| – | – | 0.17% | 87 |
|
2024
Q2 | $234K | Hold |
2,889
| – | – | 0.18% | 88 |
|
2024
Q1 | $243K | Sell |
2,889
-974
| -25% | -$81.9K | 0.18% | 87 |
|
2023
Q4 | $300K | Sell |
3,863
-608
| -14% | -$47.3K | 0.23% | 70 |
|
2023
Q3 | $310K | Buy |
+4,471
| New | +$310K | 0.32% | 64 |
|
2023
Q1 | $243K | Buy |
+2,889
| New | +$243K | 0.18% | 87 |
|