MAWCM
Mine & Arao Wealth Creation & 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
Q2 | – | Sell |
-1,472
| Closed | -$124K | – | 223 |
|
|
2024
Q1 | $124K | Hold |
1,472
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $114K | Buy |
1,472
+49
| +3% | +$3.81K | 0.06% | 96 |
|
|
2023
Q3 | $98.6K | Sell |
1,423
-141
| -9% | -$9.77K | 0.06% | 104 |
|
|
2023
Q2 | $114K | Sell |
1,564
-1
| -0.1% | -$73 | 0.07% | 96 |
|
|
2023
Q1 | $109K | Hold |
1,565
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $106K | Buy |
1,565
+1
| +0.1% | +$67 | 0.08% | 96 |
|
|
2022
Q3 | $97K | Hold |
1,564
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $101K | Buy |
1,564
+5
| +0.3% | +$323 | 0.07% | 103 |
|
|
2022
Q1 | $122K | Hold |
1,559
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $129K | Hold |
1,559
| – | – | 0.07% | 97 |
|
|
2021
Q3 | $122K | Hold |
1,559
| – | – | 0.07% | 92 |
|
|
2021
Q2 | $124K | Buy |
1,559
+70
| +5% | +$5.57K | 0.07% | 92 |
|
|
2021
Q1 | $110K | Buy |
1,489
+907
| +156% | +$67K | 0.07% | 96 |
|
|
2020
Q4 | $40K | Buy |
582
+422
| +264% | +$29K | 0.03% | 139 |
|
|
2020
Q3 | $9K | Buy |
+160
| New | +$9K | 0.01% | 201 |
|