Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Sell |
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|
2025
Q1 | $36.5K | Buy |
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|
2024
Q4 | $35.9K | Hold |
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|
2024
Q3 | $35.8K | Hold |
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|
2024
Q2 | $32.9K | Hold |
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|
2024
Q1 | $34.1K | Hold |
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|
2023
Q4 | $31.6K | Hold |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $30.1K | Hold |
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|
2023
Q1 | $28.2K | Hold |
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|
2022
Q4 | $27.4K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $32K | Buy |
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