Windsor Wealth Management’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
Q3 | $265K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $671K | Buy |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $569K | Sell |
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|
2020
Q4 | $747K | Hold |
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|
2020
Q3 | $653K | Buy |
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|
2020
Q2 | $582K | Sell |
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|
2020
Q1 | $555K | Buy |
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|
2019
Q4 | $712K | Sell |
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $906K | Sell |
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|
2019
Q1 | $876K | Sell |
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|
2018
Q4 | $788K | Sell |
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|
2018
Q3 | $940K | Buy |
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|
2018
Q2 | $891K | Buy |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $653K | Buy |
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