Householder Group Estate & Retirement Specialist’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
Sell
2024
Q3
$37K Hold
2024
Q2
$34K Buy
2024
Q1
$33.8K Sell
2023
Q4
$34K Sell
2023
Q3
$41.3K Buy
2023
Q1
$63K Buy
2022
Q4
Sell
2022
Q3
$45K Buy