HBC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $421K | Hold |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $139K | Hold |
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|
2020
Q3 | $124K | Hold |
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|
2020
Q2 | $109K | Sell |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $189K | Buy |
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