AlphaStar Capital Management’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 | $508K | Buy |
+5,529
| New | +$508K | 0.04% | 221 |
|
|
2022
Q3 | – | Sell |
-3,706
| Closed | -$240K | – | 336 |
|
|
2022
Q2 | $240K | Sell |
3,706
-35
| -0.9% | -$2.27K | 0.02% | 299 |
|
|
2022
Q1 | $292K | Sell |
3,741
-2,032
| -35% | -$159K | 0.02% | 306 |
|
|
2021
Q4 | $462K | Buy |
5,773
+193
| +3% | +$15.4K | 0.04% | 264 |
|
|
2021
Q3 | $464K | Buy |
5,580
+2,515
| +82% | +$209K | 0.03% | 270 |
|
|
2021
Q2 | $243K | Buy |
3,065
+3
| +0.1% | +$238 | 0.03% | 237 |
|
|
2021
Q1 | $226K | Hold |
3,062
| – | – | 0.04% | 204 |
|
|
2020
Q4 | $217K | Buy |
+3,062
| New | +$217K | 0.04% | 202 |
|