ACA
Affinity Capital Advisors’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 | $615K | Buy |
6,688
+2,330
| +53% | +$214K | 0.11% | 86 |
|
|
2025
Q1 | $347K | Sell |
4,358
-257
| -6% | -$20.5K | 0.07% | 109 |
|
|
2024
Q4 | $410K | Sell |
4,615
-24
| -0.5% | -$2.13K | 0.08% | 104 |
|
|
2024
Q3 | $409K | Sell |
4,639
-129
| -3% | -$11.4K | 0.08% | 107 |
|
|
2024
Q2 | $387K | Buy |
4,768
+59
| +1% | +$4.78K | 0.08% | 108 |
|
|
2024
Q1 | $396K | Sell |
4,709
-57
| -1% | -$4.79K | 0.09% | 107 |
|
|
2023
Q4 | $370K | Buy |
4,766
+1,280
| +37% | +$99.5K | 0.09% | 102 |
|
|
2023
Q3 | $241K | Buy |
+3,486
| New | +$241K | 0.07% | 113 |
|