JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-378
| Closed | -$27.6K | – | 1065 |
|
|
2023
Q2 | $27.6K | Hold |
378
| – | – | 0.01% | 410 |
|
|
2023
Q1 | $26.3K | Hold |
378
| – | – | 0.01% | 407 |
|
|
2022
Q4 | $26.8K | Hold |
378
| – | – | 0.01% | 405 |
|
|
2022
Q3 | $24K | Hold |
378
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $27K | Hold |
378
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $29K | Hold |
378
| – | – | 0.01% | 392 |
|
|
2021
Q4 | $31K | Hold |
378
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $30K | Hold |
378
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $30K | Buy |
+378
| New | +$30K | 0.01% | 351 |
|