Arcadia Investment Advisors’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 | $95.5K | Hold |
1,038
| – | – | 0.05% | 54 |
|
|
2025
Q1 | $88.3K | Hold |
1,038
| – | – | 0.05% | 50 |
|
|
2024
Q4 | $91.8K | Sell |
1,038
-202
| -16% | -$17.9K | 0.05% | 48 |
|
|
2024
Q3 | $109K | Hold |
1,240
| – | – | 0.06% | 48 |
|
|
2024
Q2 | $101K | Hold |
1,240
| – | – | 0.06% | 46 |
|
|
2024
Q1 | $104K | Hold |
1,240
| – | – | 0.06% | 47 |
|
|
2023
Q4 | $96.4K | Hold |
1,240
| – | – | 0.06% | 48 |
|
|
2023
Q3 | $85.9K | Hold |
1,240
| – | – | 0.06% | 48 |
|
|
2023
Q2 | $90.6K | Hold |
1,240
| – | – | 0.06% | 49 |
|
|
2023
Q1 | $86.7K | Hold |
1,240
| – | – | 0.06% | 48 |
|
|
2022
Q4 | $83.6K | Hold |
1,240
| – | – | 0.06% | 48 |
|
|
2022
Q3 | $77.1K | Hold |
1,240
| – | – | 0.06% | 45 |
|
|
2022
Q2 | $80.2K | Hold |
1,240
| – | – | 0.06% | 42 |
|
|
2022
Q1 | $96.8K | Hold |
1,240
| – | – | 0.06% | 43 |
|
|
2021
Q4 | $103K | Hold |
1,240
| – | – | 0.05% | 43 |
|
|
2021
Q3 | $97K | Hold |
1,240
| – | – | 0.05% | 44 |
|
|
2021
Q2 | $98.3K | Hold |
1,240
| – | – | 0.05% | 43 |
|
|
2021
Q1 | $91.7K | Hold |
1,240
| – | – | 0.05% | 43 |
|
|
2020
Q4 | $85K | Hold |
1,240
| – | – | 0.05% | 41 |
|
|
2020
Q3 | $71.2K | Hold |
1,240
| – | – | 0.05% | 43 |
|
|
2020
Q2 | $66.5K | Hold |
1,240
| – | – | 0.05% | 41 |
|
|
2020
Q1 | $53.5K | Hold |
1,240
| – | – | 0.04% | 44 |
|
|
2019
Q4 | $73.9K | Hold |
1,240
| – | – | 0.05% | 33 |
|
|
2019
Q3 | $69.4K | Hold |
1,240
| – | – | 0.05% | 37 |
|
|
2019
Q2 | $69.3K | Hold |
1,240
| – | – | 0.05% | 38 |
|
|
2019
Q1 | $66.9K | Hold |
1,240
| – | – | 0.05% | 40 |
|
|
2018
Q4 | $57.6K | Hold |
1,240
| – | – | 0.05% | 39 |
|
|
2018
Q3 | $68.4K | Hold |
1,240
| – | – | 0.05% | 35 |
|
|
2018
Q2 | $65.8K | Hold |
1,240
| – | – | 0.05% | 38 |
|
|
2018
Q1 | $64K | Hold |
1,240
| – | – | 0.05% | 32 |
|
|
2017
Q4 | $64.5K | Buy |
+1,240
| New | +$64.5K | 0.06% | 33 |
|