Financial Architects (New Jersey)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.43M | Sell |
|
|||||
2023
Q1 | $2.36M | Buy |
|
|||||
2022
Q4 | $2.27M | Buy |
|
|||||
2022
Q3 | $2.09M | Buy |
|
|||||
2022
Q2 | – | Sell |
|
|||||
2022
Q1 | $2.67M | Sell |
|
|||||
2021
Q4 | $2.94M | Sell |
|
|||||
2021
Q3 | $2.81M | Buy |
|
|||||
2021
Q2 | $2.8M | Buy |
|
|||||
2021
Q1 | $2.55M | Buy |
|
|||||
2020
Q4 | $2.32M | Sell |
|
|||||
2020
Q3 | $1.94M | Sell |
|
|||||
2020
Q2 | $1.85M | Sell |
|
|||||
2020
Q1 | $1.5M | Sell |
|
|||||
2019
Q4 | $2.17M | Sell |
|
|||||
2019
Q3 | $2.04M | Sell |
|
|||||
2019
Q2 | $2.06M | Sell |
|
|||||
2019
Q1 | $2.01M | Sell |
|
|||||
2018
Q4 | $1.77M | Sell |
|
|||||
2018
Q3 | $2.11M | Sell |
|
|||||
2018
Q2 | $2.08M | Sell |
|
|||||
2018
Q1 | $2.05M | Buy |
|
|||||
2017
Q4 | $2.06M | Sell |
|
|||||
2017
Q3 | $1.96M | Sell |
|
|||||
2017
Q2 | $1.92M | Sell |
|
|||||
2017
Q1 | $1.88M | Sell |
|
|||||
2016
Q4 | $1.83M | Buy |
|
|||||
2016
Q3 | $1.77M | Sell |
|
|||||
2016
Q2 | $1.72M | Sell |
|
|||||
2016
Q1 | $1.7M | Buy |
|
|||||
2015
Q4 | $1.67M | Hold |
|
|||||
2015
Q3 | $1.62M | Buy |
|
|||||
2015
Q2 | $1.73M | Sell |
|
|||||
2015
Q1 | $1.82M | Hold |
|
|||||
2014
Q4 | $1.76M | Sell |
|
|||||
2014
Q3 | $1.69M | Buy |
|
|||||
2014
Q2 | $1.72M | Hold |
|
|||||
2014
Q1 | $1.64M | Sell |
|
|||||
2013
Q4 | $1.6M | Buy |
|
|||||
2013
Q3 | $1.39M | Hold |
|
|||||
2013
Q2 | $1.29M | Buy |
|