Arkadios Wealth 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 | $1.16M | Buy |
12,580
+8,911
| +243% | +$820K | 0.03% | 513 |
|
|
2025
Q1 | $312K | Sell |
3,669
-166
| -4% | -$14.1K | 0.01% | 889 |
|
|
2024
Q4 | $339K | Buy |
3,835
+572
| +18% | +$50.6K | 0.02% | 678 |
|
|
2024
Q3 | $288K | Sell |
3,263
-258
| -7% | -$22.7K | 0.02% | 720 |
|
|
2024
Q2 | $286K | Buy |
+3,521
| New | +$286K | 0.02% | 648 |
|
|
2021
Q4 | – | Sell |
-459
| Closed | -$35K | – | 1179 |
|
|
2021
Q3 | $35K | Sell |
459
-3,336
| -88% | -$254K | 0.01% | 1006 |
|
|
2021
Q2 | $300K | Buy |
3,795
+3,666
| +2,842% | +$290K | 0.04% | 450 |
|
|
2021
Q1 | $9K | Sell |
129
-414
| -76% | -$28.9K | ﹤0.01% | 1222 |
|
|
2020
Q4 | $37K | Sell |
543
-1,042
| -66% | -$71K | 0.01% | 615 |
|
|
2020
Q3 | $96.6K | Sell |
1,585
-839
| -35% | -$51.1K | 0.05% | 295 |
|
|
2020
Q2 | $132K | Sell |
2,424
-2,547
| -51% | -$138K | 0.07% | 215 |
|
|
2020
Q1 | $215K | Sell |
4,971
-115
| -2% | -$4.97K | 0.14% | 142 |
|
|
2019
Q4 | $314K | Buy |
+5,086
| New | +$314K | 0.19% | 116 |
|