FCAS
First Command Advisory Services’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 | $33.7K | Sell |
366
-253
| -41% | -$23.3K | ﹤0.01% | 321 |
|
|
2025
Q1 | $52.7K | Hold |
619
| – | – | ﹤0.01% | 269 |
|
|
2024
Q4 | $54.7K | Hold |
619
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $54.6K | Hold |
619
| – | – | ﹤0.01% | 275 |
|
|
2024
Q2 | $50.2K | Buy |
619
+253
| +69% | +$20.5K | ﹤0.01% | 263 |
|
|
2024
Q1 | $30.8K | Hold |
366
| – | – | ﹤0.01% | 291 |
|
|
2023
Q4 | $28.4K | Hold |
366
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $25.3K | Buy |
+366
| New | +$25.3K | ﹤0.01% | 286 |
|
|
2022
Q1 | – | Sell |
-36
| Closed | – | – | 73 |
|
|
2021
Q4 | $0 | Buy |
+36
| New | – | ﹤0.01% | 127 |
|