Apexium Financial’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 | $270K | Buy |
2,937
+7
| +0.2% | +$644 | 0.01% | 236 |
|
|
2025
Q1 | $249K | Buy |
2,930
+7
| +0.2% | +$596 | 0.01% | 244 |
|
|
2024
Q4 | $258K | Sell |
2,923
-16
| -0.5% | -$1.41K | 0.02% | 224 |
|
|
2024
Q3 | $259K | Buy |
2,939
+10
| +0.3% | +$881 | 0.02% | 204 |
|
|
2024
Q2 | $237K | Buy |
2,929
+7
| +0.2% | +$568 | 0.02% | 201 |
|
|
2024
Q1 | $246K | Sell |
2,922
-5,167
| -64% | -$435K | 0.02% | 195 |
|
|
2023
Q4 | $629K | Buy |
8,089
+5,194
| +179% | +$404K | 0.05% | 159 |
|
|
2023
Q3 | $201K | Hold |
2,895
| – | – | 0.02% | 203 |
|
|
2023
Q2 | $211K | Buy |
2,895
+7
| +0.2% | +$511 | 0.02% | 204 |
|
|
2023
Q1 | $202K | Buy |
+2,888
| New | +$202K | 0.02% | 199 |
|