WC
Wealth CMT’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,282
| Closed | -$789K | – | 17 |
|
|
2023
Q1 | $789K | Buy |
11,282
+249
| +2% | +$17.4K | 0.88% | 16 |
|
|
2022
Q4 | $744K | Sell |
11,033
-4
| -0% | -$270 | 0.4% | 26 |
|
|
2022
Q3 | $686K | Buy |
11,037
+467
| +4% | +$29K | 0.41% | 26 |
|
|
2022
Q2 | $683K | Sell |
10,570
-1,935
| -15% | -$125K | 0.4% | 22 |
|
|
2022
Q1 | $976K | Buy |
12,505
+77
| +0.6% | +$6.01K | 0.5% | 22 |
|
|
2021
Q4 | $1.03M | Buy |
+12,428
| New | +$1.03M | 0.53% | 16 |
|
|
2021
Q3 | – | Sell |
-12,626
| Closed | -$1M | – | 10 |
|
|
2021
Q2 | $1M | Sell |
12,626
-591
| -4% | -$46.8K | 0.65% | 13 |
|
|
2021
Q1 | $977K | Sell |
13,217
-485
| -4% | -$35.9K | 0.58% | 17 |
|
|
2020
Q4 | $939K | Sell |
13,702
-9,560
| -41% | -$655K | 0.59% | 17 |
|
|
2020
Q3 | $1.34M | Sell |
23,262
-466
| -2% | -$26.7K | 0.99% | 14 |
|
|
2020
Q2 | $1.27M | Buy |
23,728
+776
| +3% | +$41.6K | 0.98% | 14 |
|
|
2020
Q1 | $991K | Buy |
22,952
+19,304
| +529% | +$833K | 0.92% | 14 |
|
|
2019
Q4 | $217K | Buy |
+3,648
| New | +$217K | 0.19% | 17 |
|