Arax Advisory Partners’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 | $29.1K | Hold |
316
| – | – | ﹤0.01% | 1492 |
|
|
2025
Q1 | $26.9K | Buy |
+316
| New | +$26.9K | ﹤0.01% | 1181 |
|
|
2024
Q4 | – | Sell |
-180
| Closed | -$15.9K | – | 2581 |
|
|
2024
Q3 | $15.9K | Hold |
180
| – | – | ﹤0.01% | 1180 |
|
|
2024
Q2 | $14.6K | Buy |
+180
| New | +$14.6K | ﹤0.01% | 1090 |
|
|
2024
Q1 | – | Sell |
-281
| Closed | -$21.8K | – | 1353 |
|
|
2023
Q4 | $21.8K | Buy |
+281
| New | +$21.8K | ﹤0.01% | 635 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$513 | – | 1342 |
|
|
2023
Q2 | $513 | Sell |
7
-182
| -96% | -$13.3K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $13.2K | Buy |
+189
| New | +$13.2K | ﹤0.01% | 643 |
|
|
2022
Q3 | – | Sell |
-2,573
| Closed | -$166K | – | 1237 |
|
|
2022
Q2 | $166K | Buy |
+2,573
| New | +$166K | 0.03% | 241 |
|