Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $784K | Hold |
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|
2023
Q2 | $822K | Sell |
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|
2023
Q1 | $905K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $660K | Sell |
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|
2020
Q1 | $877K | Buy |
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|
2019
Q4 | $999K | Hold |
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|
2019
Q3 | $937K | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $522K | Buy |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $11.1K | Sell |
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|
2018
Q1 | $518 | Buy |
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|
2017
Q4 | $496K | Sell |
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|
2017
Q3 | $632K | Buy |
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|
2017
Q2 | $458K | Hold |
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|
2017
Q1 | $446K | Sell |
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|
2016
Q4 | $435K | Hold |
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|
2016
Q3 | $424K | Hold |
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|
2016
Q2 | $409K | Buy |
|