Partners in Financial Planning’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
Q3 | – | Sell |
-3,554
| Closed | -$288K | – | 108 |
|
|
2024
Q2 | $288K | Buy |
3,554
+7
| +0.2% | +$568 | 0.06% | 86 |
|
|
2024
Q1 | $298K | Buy |
3,547
+7
| +0.2% | +$589 | 0.07% | 86 |
|
|
2023
Q4 | $275K | Sell |
3,540
-110
| -3% | -$8.55K | 0.06% | 87 |
|
|
2023
Q3 | $253K | Hold |
3,650
| – | – | 0.07% | 85 |
|
|
2023
Q2 | $267K | Buy |
3,650
+8
| +0.2% | +$584 | 0.07% | 82 |
|
|
2023
Q1 | $255K | Sell |
3,642
-836
| -19% | -$58.5K | 0.07% | 82 |
|
|
2022
Q4 | $301K | Sell |
4,478
-534
| -11% | -$35.9K | 0.08% | 74 |
|
|
2022
Q3 | $348K | Buy |
5,012
+18
| +0.4% | +$1.25K | 0.1% | 64 |
|
|
2022
Q2 | $356K | Buy |
4,994
+904
| +22% | +$64.5K | 0.11% | 67 |
|
|
2022
Q1 | $305K | Buy |
4,090
+771
| +23% | +$57.5K | 0.1% | 69 |
|
|
2021
Q4 | $255K | Buy |
3,319
+8
| +0.2% | +$614 | 0.08% | 82 |
|
|
2021
Q3 | $259K | Buy |
3,311
+8
| +0.2% | +$626 | 0.08% | 81 |
|
|
2021
Q2 | $262K | Buy |
+3,303
| New | +$262K | 0.08% | 77 |
|