Partners in Financial Planning’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
Q3 | – | Sell |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $275K | Sell |
|
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $267K | Buy |
|
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $262K | Buy |
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