MWM
Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Sell |
406
-23
| -5% | -$2.12K | 0.01% | 215 |
|
|
2025
Q1 | $36.5K | Buy |
429
+23
| +6% | +$1.96K | 0.01% | 210 |
|
|
2024
Q4 | $35.9K | Hold |
406
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $35.8K | Hold |
406
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $32.9K | Hold |
406
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $34.1K | Hold |
406
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $31.6K | Hold |
406
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $28.1K | Hold |
406
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $30.1K | Hold |
406
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $28.2K | Hold |
406
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $27.4K | Hold |
406
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $25K | Hold |
406
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $26K | Hold |
406
| – | – | 0.01% | 321 |
|
|
2022
Q1 | $32K | Hold |
406
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $34K | Hold |
406
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $32K | Buy |
+406
| New | +$32K | 0.01% | 247 |
|