Financial Synergies Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-380
| Closed | -$31.9K | – | 256 |
|
|
2024
Q1 | $31.9K | Buy |
380
+208
| +121% | +$17.5K | ﹤0.01% | 157 |
|
|
2023
Q4 | $11.6K | Sell |
172
-218
| -56% | -$14.7K | ﹤0.01% | 176 |
|
|
2023
Q3 | $27K | Hold |
390
| – | – | ﹤0.01% | 153 |
|
|
2023
Q2 | $28.5K | Buy |
390
+1
| +0.3% | +$73 | ﹤0.01% | 140 |
|
|
2023
Q1 | $27.2K | Buy |
389
+217
| +126% | +$15.2K | ﹤0.01% | 150 |
|
|
2022
Q4 | $11.6K | Buy |
172
+1
| +0.6% | +$67 | ﹤0.01% | 176 |
|
|
2022
Q3 | $10.6K | Buy |
+171
| New | +$10.6K | ﹤0.01% | 159 |
|