Octavia Wealth Advisors’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 | $265K | Sell |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $237K | Buy |
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