WDG
Wealth Dimensions Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
9,177
-72
| -0.8% | -$6.62K | 0.19% | 72 |
|
|
2025
Q1 | $787K | Hold |
9,249
| – | – | 0.19% | 66 |
|
|
2024
Q4 | $818K | Buy |
9,249
+4,455
| +93% | +$394K | 0.2% | 65 |
|
|
2024
Q3 | $423K | Hold |
4,794
| – | – | 0.11% | 98 |
|
|
2024
Q2 | $389K | Sell |
4,794
-76
| -2% | -$6.16K | 0.11% | 98 |
|
|
2024
Q1 | $410K | Hold |
4,870
| – | – | 0.12% | 92 |
|
|
2023
Q4 | $379K | Sell |
4,870
-943
| -16% | -$73.3K | 0.12% | 94 |
|
|
2023
Q3 | $403K | Buy |
5,813
+24
| +0.4% | +$1.66K | 0.15% | 86 |
|
|
2023
Q2 | $423K | Buy |
5,789
+440
| +8% | +$32.1K | 0.15% | 87 |
|
|
2023
Q1 | $374K | Hold |
5,349
| – | – | 0.14% | 93 |
|
|
2022
Q4 | $361K | Hold |
5,349
| – | – | 0.15% | 96 |
|
|
2022
Q3 | $332K | Sell |
5,349
-700
| -12% | -$43.4K | 0.16% | 87 |
|
|
2022
Q2 | $391K | Hold |
6,049
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $472K | Sell |
6,049
-102
| -2% | -$7.96K | 0.22% | 78 |
|
|
2021
Q4 | $511K | Buy |
6,151
+586
| +11% | +$48.7K | 0.25% | 70 |
|
|
2021
Q3 | $435K | Sell |
5,565
-1,000
| -15% | -$78.2K | 0.28% | 78 |
|
|
2021
Q2 | $520K | Sell |
6,565
-316
| -5% | -$25K | 0.35% | 59 |
|
|
2021
Q1 | $509K | Hold |
6,881
| – | – | 0.4% | 56 |
|
|
2020
Q4 | $472K | Buy |
+6,881
| New | +$472K | 0.41% | 50 |
|