Altus Wealth Group’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 | $576K | Sell |
6,261
-2,385
| -28% | -$219K | 0.25% | 78 |
|
|
2025
Q1 | $736K | Sell |
8,646
-443
| -5% | -$37.7K | 0.34% | 59 |
|
|
2024
Q4 | $803K | Buy |
9,089
+1,065
| +13% | +$94.1K | 0.36% | 61 |
|
|
2024
Q3 | $707K | Buy |
8,024
+688
| +9% | +$60.6K | 0.3% | 73 |
|
|
2024
Q2 | $595K | Sell |
7,336
-2,491
| -25% | -$202K | 0.3% | 73 |
|
|
2024
Q1 | $826K | Sell |
9,827
-2,866
| -23% | -$241K | 0.41% | 58 |
|
|
2023
Q4 | $987K | Buy |
12,693
+365
| +3% | +$28.4K | 0.55% | 44 |
|
|
2023
Q3 | $854K | Buy |
12,328
+77
| +0.6% | +$5.33K | 0.54% | 44 |
|
|
2023
Q2 | $895K | Sell |
12,251
-1,599
| -12% | -$117K | 0.55% | 43 |
|
|
2023
Q1 | $968K | Buy |
13,850
+149
| +1% | +$10.4K | 0.65% | 36 |
|
|
2022
Q4 | $924K | Buy |
+13,701
| New | +$924K | 0.7% | 34 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$62K | – | 146 |
|
|
2021
Q1 | $62K | Sell |
800
-41
| -5% | -$3.18K | 0.06% | 122 |
|
|
2020
Q4 | $58K | Buy |
+841
| New | +$58K | 0.06% | 196 |
|