American Money 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
$258K Hold
2,800
0.05% 129
2025
Q1
$238K Hold
2,800
0.05% 125
2024
Q4
$248K Hold
2,800
0.05% 127
2024
Q3
$247K Hold
2,800
0.05% 130
2024
Q2
$227K Hold
2,800
0.05% 128
2024
Q1
$235K Hold
2,800
0.05% 130
2023
Q4
$218K Buy
+2,800
New +$218K 0.05% 130
2023
Q3
Sell
-2,800
Closed -$204K 135
2023
Q2
$204K Buy
+2,800
New +$204K 0.05% 136
2022
Q2
Sell
-2,800
Closed -$219K 138
2022
Q1
$219K Hold
2,800
0.06% 133
2021
Q4
$232K Hold
2,800
0.06% 131
2021
Q3
$219K Buy
+2,800
New +$219K 0.06% 134