RWM
Reston Wealth Management’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 | $577K | Buy |
6,272
+18
| +0.3% | +$1.66K | 0.2% | 27 |
|
|
2025
Q1 | $532K | Sell |
6,254
-117
| -2% | -$9.95K | 0.22% | 28 |
|
|
2024
Q4 | $563K | Buy |
6,371
+22
| +0.3% | +$1.95K | 0.21% | 30 |
|
|
2024
Q3 | $560K | Buy |
6,349
+25
| +0.4% | +$2.2K | 0.2% | 30 |
|
|
2024
Q2 | $513K | Sell |
6,324
-298
| -5% | -$24.2K | 0.21% | 32 |
|
|
2024
Q1 | $557K | Buy |
6,622
+16
| +0.2% | +$1.35K | 0.23% | 30 |
|
|
2023
Q4 | $513K | Buy |
6,606
+57
| +0.9% | +$4.43K | 0.24% | 27 |
|
|
2023
Q3 | $454K | Sell |
6,549
-233
| -3% | -$16.1K | 0.23% | 28 |
|
|
2023
Q2 | $495K | Buy |
6,782
+16
| +0.2% | +$1.17K | 0.24% | 27 |
|
|
2023
Q1 | $473K | Sell |
6,766
-73
| -1% | -$5.1K | 0.25% | 28 |
|
|
2022
Q4 | $461K | Buy |
6,839
+32
| +0.5% | +$2.16K | 0.25% | 28 |
|
|
2022
Q3 | $423K | Buy |
6,807
+32
| +0.5% | +$1.99K | 0.25% | 31 |
|
|
2022
Q2 | $438K | Buy |
6,775
+20
| +0.3% | +$1.29K | 0.24% | 34 |
|
|
2022
Q1 | $527K | Buy |
6,755
+18
| +0.3% | +$1.4K | 0.27% | 29 |
|
|
2021
Q4 | $559K | Buy |
6,737
+20
| +0.3% | +$1.66K | 0.27% | 27 |
|
|
2021
Q3 | $525K | Buy |
6,717
+21
| +0.3% | +$1.64K | 0.27% | 27 |
|
|
2021
Q2 | $531K | Buy |
6,696
+12
| +0.2% | +$952 | 0.27% | 29 |
|
|
2021
Q1 | $494K | Sell |
6,684
-683
| -9% | -$50.5K | 0.26% | 28 |
|
|
2020
Q4 | $505K | Buy |
7,367
+23
| +0.3% | +$1.58K | 0.29% | 25 |
|
|
2020
Q3 | $421K | Sell |
7,344
-278
| -4% | -$15.9K | 0.27% | 25 |
|
|
2020
Q2 | $409K | Buy |
7,622
+21
| +0.3% | +$1.13K | 0.28% | 25 |
|
|
2020
Q1 | $328K | Sell |
7,601
-1,319
| -15% | -$56.9K | 0.26% | 30 |
|
|
2019
Q4 | $532K | Sell |
8,920
-214
| -2% | -$12.8K | 0.43% | 22 |
|
|
2019
Q3 | $511K | Sell |
9,134
-677
| -7% | -$37.9K | 0.46% | 23 |
|
|
2019
Q2 | $548K | Buy |
9,811
+32
| +0.3% | +$1.79K | 0.43% | 27 |
|
|
2019
Q1 | $542K | Sell |
9,779
-625
| -6% | -$34.6K | 0.43% | 27 |
|
|
2018
Q4 | $484K | Buy |
+10,404
| New | +$484K | 0.46% | 24 |
|