Strategic Family Wealth Counselors’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 | $1.63M | Hold |
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|
2025
Q2 | $1.55M | Hold |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.26M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $468K | Hold |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $587K | Sell |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $641K | Hold |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $561K | Hold |
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|
2020
Q3 | $470K | Hold |
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|
2020
Q2 | $439K | Hold |
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|
2020
Q1 | $354K | Buy |
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