My Personal CFO LLC’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
Q3 | – | Sell |
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|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $692K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $331K | Buy |
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