Hapanowicz & Associates 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $932K | Buy |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $910K | Buy |
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|
2017
Q2 | $743K | Buy |
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|
2017
Q1 | $693K | Buy |
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|
2016
Q4 | $640K | Buy |
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