Affinity Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $375K | Sell |
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|
2025
Q4 | $371K | Sell |
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|
2025
Q3 | $374K | Sell |
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|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $410K | Sell |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $241K | Buy |
|