Northeast Financial Consultants’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 | $454K | Sell |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $549K | Hold |
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|
2024
Q3 | $547K | Hold |
|
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $522K | Hold |
|
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $430K | Hold |
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|
2023
Q2 | $453K | Hold |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $401K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $486K | Hold |
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|
2021
Q2 | $492K | Hold |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $426K | Hold |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $348K | Hold |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $435K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $472K | Hold |
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|
2018
Q2 | $454K | Hold |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $419K | Buy |
|