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 |
|