KWMG
King Wealth Management Group’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 | $416K | Hold |
4,520
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $385K | Hold |
4,520
| – | – | 0.06% | 109 |
|
|
2024
Q4 | $400K | Hold |
4,520
| – | – | 0.06% | 103 |
|
|
2024
Q3 | $398K | Hold |
4,520
| – | – | 0.06% | 102 |
|
|
2024
Q2 | $366K | Hold |
4,520
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $380K | Buy |
4,520
+1,635
| +57% | +$137K | 0.07% | 94 |
|
|
2023
Q4 | $224K | Buy |
+2,885
| New | +$224K | 0.04% | 128 |
|
|
2023
Q3 | – | Sell |
-2,885
| Closed | -$211K | – | 148 |
|
|
2023
Q2 | $211K | Hold |
2,885
| – | – | 0.04% | 136 |
|
|
2023
Q1 | $202K | Buy |
+2,885
| New | +$202K | 0.04% | 137 |
|
|
2022
Q2 | – | Sell |
-2,885
| Closed | -$225K | – | 171 |
|
|
2022
Q1 | $225K | Hold |
2,885
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $239K | Buy |
+2,885
| New | +$239K | 0.04% | 153 |
|