Advisornet Financial’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 | $423K | Buy |
4,599
+386
| +9% | +$35.5K | 0.03% | 405 |
|
|
2025
Q1 | $358K | Buy |
4,213
+237
| +6% | +$20.2K | 0.03% | 408 |
|
|
2024
Q4 | $351K | Buy |
3,976
+144
| +4% | +$12.7K | 0.03% | 384 |
|
|
2024
Q3 | $338K | Buy |
3,832
+838
| +28% | +$73.9K | 0.03% | 411 |
|
|
2024
Q2 | $243K | Buy |
2,994
+762
| +34% | +$61.8K | 0.02% | 437 |
|
|
2024
Q1 | $188K | Buy |
2,232
+573
| +35% | +$48.2K | 0.02% | 486 |
|
|
2023
Q4 | $129K | Sell |
1,659
-57
| -3% | -$4.43K | 0.01% | 570 |
|
|
2023
Q3 | $119K | Sell |
1,716
-3,117
| -64% | -$216K | 0.01% | 573 |
|
|
2023
Q2 | $353K | Buy |
4,833
+611
| +14% | +$44.6K | 0.03% | 370 |
|
|
2023
Q1 | $295K | Sell |
4,222
-125
| -3% | -$8.74K | 0.03% | 392 |
|
|
2022
Q4 | $293K | Sell |
4,347
-61
| -1% | -$4.11K | 0.03% | 398 |
|
|
2022
Q3 | $274K | Sell |
4,408
-390
| -8% | -$24.2K | 0.03% | 437 |
|
|
2022
Q2 | $310K | Buy |
4,798
+447
| +10% | +$28.9K | 0.03% | 409 |
|
|
2022
Q1 | $340K | Buy |
4,351
+11
| +0.3% | +$860 | 0.02% | 438 |
|
|
2021
Q4 | $360K | Sell |
4,340
-1,653
| -28% | -$137K | 0.02% | 459 |
|
|
2021
Q3 | $469K | Sell |
5,993
-760
| -11% | -$59.5K | 0.03% | 374 |
|
|
2021
Q2 | $535K | Sell |
6,753
-167
| -2% | -$13.2K | 0.04% | 370 |
|
|
2021
Q1 | $512K | Buy |
6,920
+48
| +0.7% | +$3.55K | 0.04% | 357 |
|
|
2020
Q4 | $471K | Sell |
6,872
-1,510
| -18% | -$103K | 0.04% | 351 |
|
|
2020
Q3 | $481K | Sell |
8,382
-1,307
| -13% | -$75K | 0.04% | 338 |
|
|
2020
Q2 | $519K | Sell |
9,689
-1,057
| -10% | -$56.6K | 0.04% | 332 |
|
|
2020
Q1 | $464K | Sell |
10,746
-2,166
| -17% | -$93.5K | 0.04% | 326 |
|
|
2019
Q4 | $770K | Buy |
12,912
+5,434
| +73% | +$324K | 0.07% | 250 |
|
|
2019
Q3 | $418K | Buy |
7,478
+892
| +14% | +$49.9K | 0.04% | 364 |
|
|
2019
Q2 | $368K | Buy |
6,586
+3,658
| +125% | +$204K | 0.04% | 357 |
|
|
2019
Q1 | $158K | Sell |
2,928
-61
| -2% | -$3.29K | 0.02% | 462 |
|
|
2018
Q4 | $139K | Buy |
2,989
+757
| +34% | +$35.2K | 0.02% | 453 |
|
|
2018
Q3 | $123K | Sell |
2,232
-4,420
| -66% | -$244K | 0.02% | 514 |
|
|
2018
Q2 | $353K | Sell |
6,652
-780
| -10% | -$41.4K | 0.05% | 292 |
|
|
2018
Q1 | $384K | Buy |
7,432
+176
| +2% | +$9.09K | 0.05% | 269 |
|
|
2017
Q4 | $378K | Buy |
+7,256
| New | +$378K | 0.06% | 242 |
|