Arrowroot Family Office’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 | $937K | Buy |
+10,189
| New | +$937K | 0.42% | 56 |
|
|
2024
Q4 | $890K | Buy |
10,073
+1,640
| +19% | +$145K | 0.46% | 53 |
|
|
2024
Q3 | $743K | Sell |
8,433
-165
| -2% | -$14.5K | 0.43% | 56 |
|
|
2024
Q2 | $697K | Buy |
8,598
+157
| +2% | +$12.7K | 0.45% | 59 |
|
|
2024
Q1 | $710K | Buy |
8,441
+22
| +0.3% | +$1.85K | 0.45% | 58 |
|
|
2023
Q4 | $654K | Buy |
8,419
+2,387
| +40% | +$186K | 0.46% | 56 |
|
|
2023
Q3 | $418K | Hold |
6,032
| – | – | 0.33% | 73 |
|
|
2023
Q2 | $441K | Buy |
+6,032
| New | +$441K | 0.33% | 75 |
|