Alaethes Wealth’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 | $241K | Sell |
2,618
-1,200
| -31% | -$110K | 0.07% | 100 |
|
|
2025
Q1 | $325K | Buy |
3,818
+1,115
| +41% | +$94.9K | 0.12% | 99 |
|
|
2024
Q4 | $239K | Hold |
2,703
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $238K | Buy |
+2,703
| New | +$238K | 0.09% | 105 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$187K | – | 207 |
|
|
2022
Q1 | $187K | Hold |
2,400
| – | – | 0.12% | 102 |
|
|
2021
Q4 | $199K | Hold |
2,400
| – | – | 0.13% | 96 |
|
|
2021
Q3 | $188K | Hold |
2,400
| – | – | 0.14% | 94 |
|
|
2021
Q2 | $190K | Buy |
+2,400
| New | +$190K | 0.15% | 90 |
|