Personal CFO Solutions’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 | $214K | Sell |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $268K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $248K | Hold |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $307K | Buy |
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