Archer Investment Corporation’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
Q1 | – | Sell |
-571
| Closed | -$50.5K | – | 1175 |
|
|
2024
Q4 | $50.5K | Hold |
571
| – | – | 0.01% | 440 |
|
|
2024
Q3 | $50.3K | Sell |
571
-146
| -20% | -$12.9K | 0.01% | 443 |
|
|
2024
Q2 | $58.1K | Buy |
717
+15
| +2% | +$1.22K | 0.02% | 410 |
|
|
2024
Q1 | $59K | Sell |
702
-836
| -54% | -$70.3K | 0.02% | 393 |
|
|
2023
Q4 | $120K | Sell |
1,538
-71
| -4% | -$5.52K | 0.04% | 275 |
|
|
2023
Q3 | $111K | Hold |
1,609
| – | – | 0.04% | 276 |
|
|
2023
Q2 | $118K | Hold |
1,609
| – | – | 0.04% | 270 |
|
|
2023
Q1 | $113K | Hold |
1,609
| – | – | 0.04% | 271 |
|
|
2022
Q4 | $109K | Hold |
1,609
| – | – | 0.04% | 266 |
|
|
2022
Q3 | $100K | Hold |
1,609
| – | – | 0.04% | 254 |
|
|
2022
Q2 | $104K | Hold |
1,609
| – | – | 0.04% | 255 |
|
|
2022
Q1 | $123K | Sell |
1,609
-200
| -11% | -$15.3K | 0.04% | 247 |
|
|
2021
Q4 | $150K | Hold |
1,809
| – | – | 0.05% | 238 |
|
|
2021
Q3 | $142K | Buy |
+1,809
| New | +$142K | 0.05% | 238 |
|
|
2021
Q2 | – | Sell |
-1,809
| Closed | -$134K | – | 628 |
|
|
2021
Q1 | $134K | Hold |
1,809
| – | – | 0.06% | 226 |
|
|
2020
Q4 | $124K | Buy |
1,809
+26
| +1% | +$1.78K | 0.06% | 214 |
|
|
2020
Q3 | $102K | Hold |
1,783
| – | – | 0.05% | 206 |
|
|
2020
Q2 | $95.6K | Sell |
1,783
-1,828
| -51% | -$98K | 0.05% | 199 |
|
|
2020
Q1 | $156K | Sell |
3,611
-207
| -5% | -$8.94K | 0.1% | 170 |
|
|
2019
Q4 | $228K | Buy |
3,818
+954
| +33% | +$57K | 0.12% | 174 |
|
|
2019
Q3 | $160K | Hold |
2,864
| – | – | 0.1% | 181 |
|
|
2019
Q2 | $160K | Hold |
2,864
| – | – | 0.1% | 181 |
|
|
2019
Q1 | $155K | Buy |
2,864
+2,664
| +1,332% | +$144K | 0.1% | 188 |
|
|
2018
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 323 |
|