ARC
Advisor Resource Council’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 | $930K | Sell |
10,112
-3,059
| -23% | -$281K | 0.36% | 40 |
|
|
2025
Q1 | $1.12M | Sell |
13,171
-9,105
| -41% | -$775K | 0.09% | 227 |
|
|
2024
Q4 | $1.97M | Buy |
+22,276
| New | +$1.97M | 1.41% | 11 |
|
|
2024
Q3 | – | Sell |
-11,258
| Closed | -$913K | – | 241 |
|
|
2024
Q2 | $913K | Sell |
11,258
-812
| -7% | -$65.8K | 1.67% | 10 |
|
|
2024
Q1 | $1.01M | Buy |
+12,070
| New | +$1.01M | 0.43% | 50 |
|
|
2023
Q4 | – | Sell |
-9,976
| Closed | -$691K | – | 503 |
|
|
2023
Q3 | $691K | Hold |
9,976
| – | – | 0.36% | 51 |
|
|
2023
Q2 | $729K | Hold |
9,976
| – | – | 0.33% | 50 |
|
|
2023
Q1 | $698K | Hold |
9,976
| – | – | 0.18% | 146 |
|
|
2022
Q4 | $673K | Hold |
9,976
| – | – | 0.33% | 61 |
|
|
2022
Q3 | $620K | Sell |
9,976
-3,211
| -24% | -$200K | 0.42% | 61 |
|
|
2022
Q2 | $853K | Buy |
13,187
+2,361
| +22% | +$153K | 0.08% | 211 |
|
|
2022
Q1 | $845K | Sell |
10,826
-3,163
| -23% | -$247K | 0.25% | 107 |
|
|
2021
Q4 | $1.16M | Sell |
13,989
-8,313
| -37% | -$690K | 0.09% | 218 |
|
|
2021
Q3 | $1.75M | Buy |
22,302
+9,140
| +69% | +$715K | 0.53% | 49 |
|
|
2021
Q2 | $1.04M | Buy |
+13,162
| New | +$1.04M | 0.11% | 198 |
|