FANJ
Financial Architects (New Jersey)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.43M | Sell |
33,304
-456
| -1% | -$33.3K | 0.37% | 55 |
|
|
2023
Q1 | $2.36M | Buy |
33,760
+47
| +0.1% | +$3.29K | 0.38% | 58 |
|
|
2022
Q4 | $2.27M | Buy |
33,713
+70
| +0.2% | +$4.72K | 0.38% | 67 |
|
|
2022
Q3 | $2.09M | Buy |
+33,643
| New | +$2.09M | 0.37% | 63 |
|
|
2022
Q2 | – | Sell |
-34,202
| Closed | -$2.67M | – | 144 |
|
|
2022
Q1 | $2.67M | Sell |
34,202
-1,179
| -3% | -$92K | 0.38% | 63 |
|
|
2021
Q4 | $2.94M | Sell |
35,381
-553
| -2% | -$45.9K | 0.4% | 57 |
|
|
2021
Q3 | $2.81M | Buy |
35,934
+655
| +2% | +$51.2K | 0.41% | 56 |
|
|
2021
Q2 | $2.8M | Buy |
35,279
+787
| +2% | +$62.4K | 0.4% | 56 |
|
|
2021
Q1 | $2.55M | Buy |
34,492
+660
| +2% | +$48.8K | 0.4% | 57 |
|
|
2020
Q4 | $2.32M | Sell |
33,832
-42
| -0.1% | -$2.88K | 0.43% | 53 |
|
|
2020
Q3 | $1.94M | Sell |
33,874
-682
| -2% | -$39.1K | 0.43% | 54 |
|
|
2020
Q2 | $1.85M | Sell |
34,556
-99
| -0.3% | -$5.31K | 0.43% | 54 |
|
|
2020
Q1 | $1.5M | Sell |
34,655
-1,820
| -5% | -$78.6K | 0.41% | 54 |
|
|
2019
Q4 | $2.18M | Sell |
36,475
-81
| -0.2% | -$4.83K | 0.47% | 49 |
|
|
2019
Q3 | $2.05M | Sell |
36,556
-400
| -1% | -$22.4K | 0.48% | 47 |
|
|
2019
Q2 | $2.07M | Sell |
36,956
-362
| -1% | -$20.2K | 0.39% | 54 |
|
|
2019
Q1 | $2.01M | Sell |
37,318
-820
| -2% | -$44.2K | 0.34% | 53 |
|
|
2018
Q4 | $1.77M | Buy |
38,138
+28,554
| +298% | +$1.33M | 0.34% | 56 |
|
|
2018
Q3 | $2.11M | Sell |
9,584
-242
| -2% | -$53.4K | 0.34% | 56 |
|
|
2018
Q2 | $2.08M | Sell |
9,826
-100
| -1% | -$21.2K | 0.37% | 52 |
|
|
2018
Q1 | $2.05M | Buy |
9,926
+51
| +0.5% | +$10.5K | 0.4% | 46 |
|
|
2017
Q4 | $2.06M | Sell |
9,875
-61
| -0.6% | -$12.7K | 0.34% | 54 |
|
|
2017
Q3 | $1.96M | Sell |
9,936
-61
| -0.6% | -$12K | 0.35% | 55 |
|
|
2017
Q2 | $1.92M | Sell |
9,997
-67
| -0.7% | -$12.9K | 0.34% | 53 |
|
|
2017
Q1 | $1.88M | Sell |
10,064
-168
| -2% | -$31.5K | 0.33% | 58 |
|
|
2016
Q4 | $1.83M | Buy |
10,232
+69
| +0.7% | +$12.3K | 0.43% | 50 |
|
|
2016
Q3 | $1.77M | Sell |
10,163
-49
| -0.5% | -$8.54K | 0.48% | 45 |
|
|
2016
Q2 | $1.72M | Sell |
10,212
-233
| -2% | -$39.2K | 0.48% | 48 |
|
|
2016
Q1 | $1.7M | Buy |
10,445
+45
| +0.4% | +$7.33K | 0.61% | 37 |
|
|
2015
Q4 | $1.67M | Hold |
10,400
| – | – | 0.67% | 38 |
|
|
2015
Q3 | $1.62M | Buy |
10,400
+250
| +2% | +$38.9K | 0.68% | 34 |
|
|
2015
Q2 | $1.73M | Sell |
10,150
-393
| -4% | -$66.9K | 0.62% | 34 |
|
|
2015
Q1 | $1.83M | Hold |
10,543
| – | – | 0.71% | 28 |
|
|
2014
Q4 | $1.76M | Sell |
10,543
-100
| -0.9% | -$16.7K | 0.77% | 22 |
|
|
2014
Q3 | $1.69M | Buy |
10,643
+43
| +0.4% | +$6.81K | 0.83% | 23 |
|
|
2014
Q2 | $1.72M | Hold |
10,600
| – | – | 0.83% | 21 |
|
|
2014
Q1 | $1.64M | Sell |
10,600
-100
| -0.9% | -$15.5K | 0.98% | 21 |
|
|
2013
Q4 | $1.61M | Buy |
10,700
+775
| +8% | +$116K | 0.94% | 22 |
|
|
2013
Q3 | $1.39M | Hold |
9,925
| – | – | 0.9% | 23 |
|
|
2013
Q2 | $1.29M | Buy |
+9,925
| New | +$1.29M | 0.95% | 23 |
|