49 Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
4,702
+14
| +0.3% | +$1.29K | 0.05% | 97 |
|
|
2025
Q1 | $399K | Sell |
4,688
-45
| -1% | -$3.83K | 0.05% | 110 |
|
|
2024
Q4 | $418K | Sell |
4,733
-5
| -0.1% | -$442 | 0.06% | 96 |
|
|
2024
Q3 | $418K | Sell |
4,738
-638
| -12% | -$56.2K | 0.07% | 94 |
|
|
2024
Q2 | $432K | Sell |
5,376
-26
| -0.5% | -$2.09K | 0.09% | 91 |
|
|
2024
Q1 | $451K | Buy |
5,402
+53
| +1% | +$4.43K | 0.1% | 61 |
|
|
2023
Q4 | $416K | Buy |
+5,349
| New | +$416K | 0.11% | 62 |
|