GA
Goldstein Advisors’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 | $1.15M | Hold |
12,511
| – | – | 0.15% | 56 |
|
|
2025
Q1 | $1.06M | Hold |
12,511
| – | – | 0.16% | 53 |
|
|
2024
Q4 | $1.11M | Sell |
12,511
-285
| -2% | -$25.2K | 0.16% | 49 |
|
|
2024
Q3 | $1.13M | Buy |
12,796
+403
| +3% | +$35.5K | 0.17% | 47 |
|
|
2024
Q2 | $1M | Hold |
12,393
| – | – | 0.17% | 49 |
|
|
2024
Q1 | $1.04M | Hold |
12,393
| – | – | 0.18% | 46 |
|
|
2023
Q4 | $963K | Buy |
12,393
+6,817
| +122% | +$530K | 0.16% | 73 |
|
|
2023
Q3 | $386K | Buy |
5,576
+2,000
| +56% | +$139K | 0.08% | 88 |
|
|
2023
Q2 | $261K | Buy |
+3,576
| New | +$261K | 0.05% | 114 |
|