Hazlett, Burt & Watson’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 | $160K | Hold |
|
|||||
|
2025
Q1 | $148K | Sell |
|
|||||
|
2024
Q4 | $199K | Buy |
|
|||||
|
2024
Q3 | $198K | Buy |
|
|||||
|
2024
Q2 | $182K | Sell |
|
|||||
|
2024
Q1 | $243K | Buy |
|
|||||
|
2023
Q4 | $35K | Buy |
|
|||||
|
2023
Q3 | $31K | Sell |
|
|||||
|
2023
Q2 | $50K | Buy |
|
|||||
|
2023
Q1 | $8K | Sell |
|
|||||
|
2022
Q4 | $9K | Hold |
|
|||||
|
2022
Q3 | $8K | Hold |
|
|||||
|
2022
Q2 | $9K | Hold |
|
|||||
|
2022
Q1 | $10K | Buy |
|