American Capital Advisory’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 | $62.1K | Hold |
675
| – | – | 0.03% | 163 |
|
|
2025
Q1 | $57.4K | Hold |
675
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $59.7K | Hold |
675
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $59.5K | Buy |
675
+464
| +220% | +$40.9K | 0.03% | 161 |
|
|
2024
Q2 | $16.4K | Hold |
211
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $14.8K | Hold |
211
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $16.4K | Buy |
+211
| New | +$16.4K | 0.01% | 232 |
|