AAF 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 | $473K | Sell |
5,139
-230
| -4% | -$21.2K | 0.22% | 33 |
|
|
2025
Q1 | $457K | Sell |
5,369
-2,873
| -35% | -$244K | 0.25% | 30 |
|
|
2024
Q4 | $729K | Buy |
8,242
+1,408
| +21% | +$124K | 0.37% | 23 |
|
|
2024
Q3 | $602K | Sell |
6,834
-312
| -4% | -$27.5K | 0.3% | 27 |
|
|
2024
Q2 | $579K | Sell |
7,146
-1,426
| -17% | -$116K | 0.3% | 26 |
|
|
2024
Q1 | $721K | Sell |
8,572
-80
| -0.9% | -$6.73K | 0.41% | 19 |
|
|
2023
Q4 | $673K | Sell |
8,652
-1,112
| -11% | -$86.4K | 0.39% | 22 |
|
|
2023
Q3 | $676K | Sell |
9,764
-393
| -4% | -$27.2K | 0.43% | 17 |
|
|
2023
Q2 | $742K | Sell |
10,157
-407
| -4% | -$29.7K | 0.46% | 17 |
|
|
2023
Q1 | $739K | Sell |
10,564
-1,097
| -9% | -$76.7K | 0.48% | 16 |
|
|
2022
Q4 | $787K | Buy |
11,661
+5,128
| +78% | +$346K | 0.56% | 16 |
|
|
2022
Q3 | $406K | Sell |
6,533
-98
| -1% | -$6.09K | 0.32% | 22 |
|
|
2022
Q2 | $429K | Sell |
6,631
-99
| -1% | -$6.4K | 0.32% | 20 |
|
|
2022
Q1 | $525K | Sell |
6,730
-166
| -2% | -$13K | 0.35% | 19 |
|
|
2021
Q4 | $572K | Sell |
6,896
-38
| -0.5% | -$3.15K | 0.41% | 13 |
|
|
2021
Q3 | $542K | Buy |
6,934
+3
| +0% | +$235 | 0.41% | 13 |
|
|
2021
Q2 | $549K | Sell |
6,931
-191
| -3% | -$15.1K | 0.42% | 13 |
|
|
2021
Q1 | $526K | Sell |
7,122
-187
| -3% | -$13.8K | 0.45% | 13 |
|
|
2020
Q4 | $501K | Buy |
+7,309
| New | +$501K | 0.45% | 14 |
|