FFA
Founders Financial Alliance’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 | $235K | Sell |
2,559
-2,731
| -52% | -$251K | 0.05% | 294 |
|
|
2025
Q1 | $450K | Sell |
5,290
-17
| -0.3% | -$1.45K | 0.11% | 192 |
|
|
2024
Q4 | $469K | Sell |
5,307
-613
| -10% | -$54.2K | 0.13% | 152 |
|
|
2024
Q3 | $522K | Buy |
5,920
+339
| +6% | +$29.9K | 0.15% | 143 |
|
|
2024
Q2 | $453K | Sell |
5,581
-20
| -0.4% | -$1.62K | 0.13% | 152 |
|
|
2024
Q1 | $471K | Sell |
5,601
-13
| -0.2% | -$1.09K | 0.14% | 150 |
|
|
2023
Q4 | $436K | Sell |
5,614
-25
| -0.4% | -$1.94K | 0.17% | 121 |
|
|
2023
Q3 | $390K | Sell |
5,639
-11
| -0.2% | -$762 | 0.17% | 121 |
|
|
2023
Q2 | $413K | Buy |
5,650
+1,874
| +50% | +$137K | 0.16% | 139 |
|
|
2023
Q1 | $264K | Sell |
3,776
-2,013
| -35% | -$141K | 0.13% | 165 |
|
|
2022
Q4 | $390K | Sell |
5,789
-48
| -0.8% | -$3.24K | 0.18% | 127 |
|
|
2022
Q3 | $363K | Sell |
5,837
-10
| -0.2% | -$622 | 0.18% | 124 |
|
|
2022
Q2 | $378K | Hold |
5,847
| – | – | 0.19% | 121 |
|
|
2022
Q1 | $456K | Sell |
5,847
-6
| -0.1% | -$468 | 0.2% | 113 |
|
|
2021
Q4 | $486K | Sell |
5,853
-3
| -0.1% | -$249 | 0.2% | 114 |
|
|
2021
Q3 | $458K | Buy |
5,856
+388
| +7% | +$30.3K | 0.21% | 109 |
|
|
2021
Q2 | $434K | Sell |
5,468
-4
| -0.1% | -$317 | 0.2% | 120 |
|
|
2021
Q1 | $417K | Sell |
5,472
-366
| -6% | -$27.9K | 0.21% | 111 |
|
|
2020
Q4 | $398K | Sell |
5,838
-20
| -0.3% | -$1.36K | 0.23% | 103 |
|
|
2020
Q3 | $344K | Buy |
+5,858
| New | +$344K | 0.21% | 101 |
|