Householder Group Estate & Retirement Specialist’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-426
| Closed | -$37K | – | 878 |
|
|
2024
Q3 | $37K | Hold |
426
| – | – | 0.01% | 543 |
|
|
2024
Q2 | $34K | Buy |
426
+24
| +6% | +$1.92K | 0.01% | 556 |
|
|
2024
Q1 | $33.8K | Sell |
402
-47
| -10% | -$3.95K | 0.01% | 558 |
|
|
2023
Q4 | $34K | Sell |
449
-146
| -25% | -$11.1K | 0.01% | 540 |
|
|
2023
Q3 | $41.3K | Buy |
+595
| New | +$41.3K | 0.01% | 488 |
|
|
2023
Q1 | $63K | Buy |
+900
| New | +$63K | 0.02% | 396 |
|
|
2022
Q4 | – | Sell |
-730
| Closed | -$45K | – | 723 |
|
|
2022
Q3 | $45K | Buy |
+730
| New | +$45K | 0.02% | 415 |
|