American Financial & Tax Strategies’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 | $336K | Sell |
3,653
-133
| -4% | -$12.2K | 0.17% | 78 |
|
|
2025
Q1 | $322K | Sell |
3,786
-49
| -1% | -$4.17K | 0.17% | 76 |
|
|
2024
Q4 | $339K | Sell |
3,835
-18
| -0.5% | -$1.59K | 0.18% | 75 |
|
|
2024
Q3 | $340K | Sell |
3,853
-727
| -16% | -$64.1K | 0.17% | 78 |
|
|
2024
Q2 | $371K | Sell |
4,580
-451
| -9% | -$36.6K | 0.2% | 74 |
|
|
2024
Q1 | $423K | Sell |
5,031
-104
| -2% | -$8.75K | 0.23% | 72 |
|
|
2023
Q4 | $399K | Buy |
+5,135
| New | +$399K | 0.23% | 73 |
|