MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.44M | Hold |
52,828
| – | – | 1.02% | 9 |
|
|
2023
Q4 | $4.11M | Hold |
52,828
| – | – | 0.93% | 14 |
|
|
2023
Q3 | $3.66M | Hold |
52,828
| – | – | 0.96% | 12 |
|
|
2023
Q2 | $3.86M | Hold |
52,828
| – | – | 0.85% | 14 |
|
|
2023
Q1 | $3.69M | Hold |
52,828
| – | – | 0.99% | 10 |
|
|
2022
Q4 | $3.56M | Hold |
52,828
| – | – | 1.07% | 10 |
|
|
2022
Q3 | $3.28M | Hold |
52,828
| – | – | 1.11% | 9 |
|
|
2022
Q2 | $3.42M | Hold |
52,828
| – | – | 1.54% | 9 |
|
|
2022
Q1 | $4.12M | Hold |
52,828
| – | – | 1.52% | 8 |
|
|
2021
Q4 | $4.39M | Buy |
+52,828
| New | +$4.39M | 1.63% | 7 |
|