RZH
Relyea Zuckerberg Hanson’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
7,946
+4,587
| +137% | +$422K | 0.09% | 118 |
|
|
2025
Q1 | $286K | Buy |
3,359
+1
| +0% | +$85 | 0.04% | 206 |
|
|
2024
Q4 | $297K | Buy |
3,358
+1
| +0% | +$88 | 0.04% | 210 |
|
|
2024
Q3 | $296K | Sell |
3,357
-479
| -12% | -$42.2K | 0.05% | 198 |
|
|
2024
Q2 | $311K | Buy |
3,836
+1
| +0% | +$81 | 0.05% | 178 |
|
|
2024
Q1 | $322K | Buy |
3,835
+1,121
| +41% | +$94.3K | 0.06% | 174 |
|
|
2023
Q4 | $211K | Buy |
+2,714
| New | +$211K | 0.04% | 205 |
|
|
2022
Q3 | – | Sell |
-3,204
| Closed | -$207K | – | 147 |
|
|
2022
Q2 | $207K | Sell |
3,204
-726
| -18% | -$46.9K | 0.08% | 135 |
|
|
2022
Q1 | $304K | Sell |
3,930
-650
| -14% | -$50.3K | 0.1% | 128 |
|
|
2021
Q4 | $344K | Hold |
4,580
| – | – | 0.12% | 116 |
|
|
2021
Q3 | $358K | Hold |
4,580
| – | – | 0.14% | 105 |
|
|
2021
Q2 | $363K | Hold |
4,580
| – | – | 0.15% | 92 |
|
|
2021
Q1 | $359K | Hold |
4,580
| – | – | 0.16% | 86 |
|
|
2020
Q4 | $314K | Hold |
4,580
| – | – | 0.17% | 90 |
|
|
2020
Q3 | $279K | Hold |
4,580
| – | – | 0.18% | 93 |
|
|
2020
Q2 | $245K | Sell |
4,580
-1,351
| -23% | -$72.3K | 0.2% | 103 |
|
|
2020
Q1 | $256K | Buy |
5,931
+1,291
| +28% | +$55.7K | 0.28% | 86 |
|
|
2019
Q4 | $277K | Buy |
+4,640
| New | +$277K | 0.27% | 89 |
|