HNW
High Note Wealth’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 | $130K | Sell |
1,410
-152
| -10% | -$14K | 0.03% | 123 |
|
|
2025
Q1 | $133K | Hold |
1,562
| – | – | 0.03% | 114 |
|
|
2024
Q4 | $138K | Buy |
+1,562
| New | +$138K | 0.04% | 114 |
|
|
2023
Q2 | – | Sell |
-3,375
| Closed | -$236K | – | 94 |
|
|
2023
Q1 | $236K | Hold |
3,375
| – | – | 0.1% | 90 |
|
|
2022
Q4 | $228K | Hold |
3,375
| – | – | 0.1% | 86 |
|
|
2022
Q3 | $225K | Buy |
+3,375
| New | +$225K | 0.09% | 88 |
|