Waterfront Wealth’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 | $359K | Sell |
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|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $242K | Hold |
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|
2020
Q4 | $221K | Buy |
|