ABLE Financial Group’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 | $2.49M | Sell |
27,089
-8,243
| -23% | -$758K | 0.6% | 39 |
|
|
2025
Q1 | $3.01M | Sell |
35,332
-3,982
| -10% | -$339K | 0.84% | 29 |
|
|
2024
Q4 | $3.48M | Sell |
39,314
-63,641
| -62% | -$5.63M | 1.03% | 29 |
|
|
2024
Q3 | $9.07M | Buy |
102,955
+6,682
| +7% | +$589K | 2.8% | 10 |
|
|
2024
Q2 | $7.81M | Buy |
96,273
+5,496
| +6% | +$446K | 2.82% | 9 |
|
|
2024
Q1 | $7.63M | Sell |
90,777
-1,757
| -2% | -$148K | 3% | 7 |
|
|
2023
Q4 | $7.19M | Buy |
92,534
+5,548
| +6% | +$431K | 3.11% | 8 |
|
|
2023
Q3 | $6.02M | Buy |
86,986
+9,995
| +13% | +$692K | 3.01% | 10 |
|
|
2023
Q2 | $5.62M | Buy |
76,991
+2,322
| +3% | +$170K | 2.91% | 10 |
|
|
2023
Q1 | $5.22M | Buy |
+74,669
| New | +$5.22M | 3.4% | 7 |
|