First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $353K | Hold |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $100K | Hold |
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|
2020
Q4 | $93K | Sell |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $65K | Hold |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $81K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $83K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $51K | Buy |
|