AlphaCore Capital’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 | $787K | Buy |
8,562
+5,735
| +203% | +$527K | 0.03% | 289 |
|
|
2025
Q1 | $240K | Buy |
+2,827
| New | +$240K | 0.02% | 399 |
|
|
2024
Q1 | – | Sell |
-420
| Closed | -$32.6K | – | 266 |
|
|
2023
Q4 | $32.6K | Hold |
420
| – | – | ﹤0.01% | 285 |
|
|
2023
Q3 | $29.2K | Hold |
420
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $30.7K | Hold |
420
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $29.4K | Hold |
420
| – | – | 0.01% | 178 |
|
|
2022
Q4 | $28.3K | Buy |
420
+382
| +1,005% | +$25.8K | 0.01% | 116 |
|
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 139 |
|
|
2022
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 146 |
|
|
2022
Q1 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 132 |
|