O'Brien Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,406
| Closed | -$202K | – | 66 |
|
|
2024
Q1 | $202K | Sell |
2,406
-1,346
| -36% | -$113K | 0.05% | 42 |
|
|
2023
Q4 | $292K | Buy |
3,752
+176
| +5% | +$13.7K | 0.08% | 34 |
|
|
2023
Q3 | $248K | Hold |
3,576
| – | – | 0.07% | 34 |
|
|
2023
Q2 | $261K | Hold |
3,576
| – | – | 0.08% | 34 |
|
|
2023
Q1 | $250K | Sell |
3,576
-1,443
| -29% | -$101K | 0.08% | 36 |
|
|
2022
Q4 | $339K | Hold |
5,019
| – | – | 0.13% | 28 |
|
|
2022
Q3 | $312K | Hold |
5,019
| – | – | 0.13% | 35 |
|
|
2022
Q2 | $325K | Hold |
5,019
| – | – | 0.14% | 30 |
|
|
2022
Q1 | $344K | Sell |
5,019
-948
| -16% | -$65K | 0.14% | 28 |
|
|
2021
Q4 | $463K | Buy |
+5,967
| New | +$463K | 0.16% | 23 |
|