Perfromance 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 |
-10,500
| Closed | -$883K | – | 172 |
|
|
2024
Q1 | $883K | Hold |
10,500
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $816K | Hold |
10,500
| – | – | 0.04% | 78 |
|
|
2023
Q3 | $727K | Hold |
10,500
| – | – | 0.04% | 85 |
|
|
2023
Q2 | $765K | Sell |
10,500
-55
| -0.5% | -$4.01K | 0.04% | 91 |
|
|
2023
Q1 | $738K | Hold |
10,555
| – | – | 0.04% | 90 |
|
|
2022
Q4 | $712K | Sell |
10,555
-19
| -0.2% | -$1.28K | 0.04% | 85 |
|
|
2022
Q3 | $657K | Buy |
10,574
+55
| +0.5% | +$3.42K | 0.04% | 86 |
|
|
2022
Q2 | $680K | Buy |
10,519
+19
| +0.2% | +$1.23K | 0.04% | 84 |
|
|
2022
Q1 | $819K | Hold |
10,500
| – | – | 0.04% | 83 |
|
|
2021
Q4 | $872K | Buy |
+10,500
| New | +$872K | 0.04% | 87 |
|