Apollon Wealth 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 | $2.31M | Buy |
25,087
+7
| +0% | +$644 | 0.05% | 333 |
|
|
2025
Q1 | $2.13M | Sell |
25,080
-435
| -2% | -$37K | 0.05% | 323 |
|
|
2024
Q4 | $2.26M | Buy |
25,515
+2,411
| +10% | +$213K | 0.05% | 314 |
|
|
2024
Q3 | $2.04M | Buy |
23,104
+889
| +4% | +$78.4K | 0.06% | 304 |
|
|
2024
Q2 | $1.8M | Sell |
22,215
-1,897
| -8% | -$154K | 0.05% | 317 |
|
|
2024
Q1 | $2.03M | Buy |
24,112
+915
| +4% | +$76.9K | 0.06% | 287 |
|
|
2023
Q4 | $1.8M | Buy |
23,197
+710
| +3% | +$55.2K | 0.06% | 290 |
|
|
2023
Q3 | $1.56M | Sell |
22,487
-121
| -0.5% | -$8.38K | 0.08% | 249 |
|
|
2023
Q2 | $1.65M | Buy |
22,608
+60
| +0.3% | +$4.38K | 0.08% | 257 |
|
|
2023
Q1 | $1.58M | Buy |
22,548
+135
| +0.6% | +$9.44K | 0.1% | 219 |
|
|
2022
Q4 | $1.51M | Buy |
22,413
+181
| +0.8% | +$12.2K | 0.11% | 200 |
|
|
2022
Q3 | $1.38M | Sell |
22,232
-1,815
| -8% | -$113K | 0.11% | 194 |
|
|
2022
Q2 | $1.56M | Sell |
24,047
-25
| -0.1% | -$1.62K | 0.13% | 173 |
|
|
2022
Q1 | $1.88M | Sell |
24,072
-695
| -3% | -$54.3K | 0.13% | 166 |
|
|
2021
Q4 | $2.06M | Buy |
+24,767
| New | +$2.06M | 0.15% | 149 |
|