Hazlett, Burt & Watson’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 | $160K | Hold |
1,741
| – | – | 0.07% | 229 |
|
|
2025
Q1 | $148K | Sell |
1,741
-507
| -23% | -$43.1K | 0.07% | 231 |
|
|
2024
Q4 | $199K | Buy |
2,248
+1
| +0% | +$89 | 0.09% | 201 |
|
|
2024
Q3 | $198K | Buy |
2,247
+1
| +0% | +$88 | 0.09% | 198 |
|
|
2024
Q2 | $182K | Sell |
2,246
-645
| -22% | -$52.3K | 0.09% | 195 |
|
|
2024
Q1 | $243K | Buy |
2,891
+2,435
| +534% | +$205K | 0.15% | 147 |
|
|
2023
Q4 | $35K | Buy |
456
+2
| +0.4% | +$154 | 0.02% | 355 |
|
|
2023
Q3 | $31K | Sell |
454
-216
| -32% | -$14.7K | 0.02% | 363 |
|
|
2023
Q2 | $50K | Buy |
670
+549
| +454% | +$41K | 0.04% | 297 |
|
|
2023
Q1 | $8K | Sell |
121
-11
| -8% | -$727 | 0.01% | 471 |
|
|
2022
Q4 | $9K | Hold |
132
| – | – | 0.01% | 469 |
|
|
2022
Q3 | $8K | Hold |
132
| – | – | 0.01% | 475 |
|
|
2022
Q2 | $9K | Hold |
132
| – | – | 0.01% | 469 |
|
|
2022
Q1 | $10K | Buy |
+132
| New | +$10K | 0.01% | 473 |
|