GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.17M | Buy |
|
|||||
|
2023
Q3 | $1.86M | Sell |
|
|||||
|
2023
Q2 | $1.99M | Sell |
|
|||||
|
2023
Q1 | $1.97M | Buy |
|
|||||
|
2022
Q4 | $1.9M | Buy |
|
|||||
|
2022
Q3 | $1.69M | Buy |
|
|||||
|
2022
Q2 | $1.67M | Buy |
|
|||||
|
2022
Q1 | $1.19M | Buy |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q3 | $1.07M | Sell |
|
|||||
|
2021
Q2 | $1.09M | Sell |
|
|||||
|
2021
Q1 | $1.14M | Buy |
|
|||||
|
2020
Q4 | $765K | Buy |
|
|||||
|
2020
Q3 | $302K | Hold |
|
|||||
|
2020
Q2 | $282K | Hold |
|
|||||
|
2020
Q1 | $227K | Sell |
|
|||||
|
2019
Q4 | $332K | Buy |
|
|||||
|
2019
Q3 | $300K | Hold |
|
|||||
|
2019
Q2 | $300K | Sell |
|
|||||
|
2019
Q1 | $311K | Sell |
|
|||||
|
2018
Q4 | $281K | Buy |
|
|||||
|
2018
Q3 | $333K | Sell |
|
|||||
|
2018
Q2 | $350K | Sell |
|
|||||
|
2018
Q1 | $351K | Hold |
|
|||||
|
2017
Q4 | $353K | Buy |
|
|||||
|
2017
Q3 | $252K | Sell |
|
|||||
|
2017
Q2 | $250K | Hold |
|
|||||
|
2017
Q1 | $244K | Hold |
|
|||||
|
2016
Q4 | $233K | Hold |
|
|||||
|
2016
Q3 | $227K | Hold |
|
|||||
|
2016
Q2 | $219K | Buy |
|