IFWM
Institute for Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,484
| Closed | -$219K | – | 538 |
|
|
2024
Q3 | $219K | Hold |
2,484
| – | – | 0.03% | 502 |
|
|
2024
Q2 | $201K | Hold |
2,484
| – | – | 0.03% | 482 |
|
|
2024
Q1 | $209K | Buy |
+2,484
| New | +$209K | 0.03% | 472 |
|
|
2022
Q1 | – | Sell |
-2,486
| Closed | -$206K | – | 549 |
|
|
2021
Q4 | $206K | Buy |
+2,486
| New | +$206K | 0.03% | 468 |
|
|
2020
Q1 | – | Sell |
-2,104
| Closed | -$125K | – | 536 |
|
|
2019
Q4 | $125K | Buy |
+2,104
| New | +$125K | 0.03% | 455 |
|
|
2014
Q4 | – | Sell |
-156
| Closed | -$25K | – | 40 |
|
|
2014
Q3 | $25K | Hold |
156
| – | – | 0.02% | 43 |
|
|
2014
Q2 | $25K | Hold |
156
| – | – | 0.02% | 43 |
|
|
2014
Q1 | $24K | Sell |
156
-35,882
| -100% | -$5.52M | 0.02% | 57 |
|
|
2013
Q4 | $5.41M | Sell |
36,038
-5,478
| -13% | -$822K | 3.89% | 4 |
|
|
2013
Q3 | $5.77M | Sell |
41,516
-8,678
| -17% | -$1.21M | 3.97% | 5 |
|
|
2013
Q2 | $6.52M | Buy |
+50,194
| New | +$6.52M | 5.24% | 4 |
|