Halpern Financial’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 | $1.55M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.26M | Hold |
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|
2023
Q2 | $1.33M | Hold |
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|
2023
Q1 | $1.27M | Hold |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.2M | Hold |
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|
2022
Q1 | $1.44M | Hold |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.71M | Hold |
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|
2020
Q3 | $1.43M | Hold |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $528K | Buy |
|