Moisand Fitzgerald Tamayo’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 | $38.4K | Hold |
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|
2025
Q1 | $35.6K | Hold |
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|
2024
Q4 | $37K | Sell |
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|
2024
Q3 | $49.4K | Buy |
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|
2024
Q2 | $21.2K | Hold |
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|
2024
Q1 | $22K | Hold |
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|
2023
Q4 | $20.4K | Hold |
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|
2023
Q3 | $18.1K | Hold |
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|
2023
Q2 | $19.1K | Hold |
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|
2023
Q1 | $18.3K | Hold |
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|
2022
Q4 | $17.7K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $20K | Buy |
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