StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $451K | Hold |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $393K | Hold |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $525K | Hold |
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|
2019
Q3 | $493K | Hold |
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|
2019
Q2 | $492K | Buy |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Buy |
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