O'Brien Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $463K | Buy |
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