ARS Investment 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 | $230K | Hold |
2,500
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $221K | Hold |
2,500
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $221K | Hold |
2,500
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $220K | Hold |
2,500
| – | – | 0.02% | 152 |
|
|
2024
Q2 | $203K | Hold |
2,500
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $210K | Buy |
+2,500
| New | +$210K | 0.02% | 142 |
|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$208K | – | 179 |
|
|
2021
Q4 | $208K | Buy |
+2,500
| New | +$208K | 0.02% | 153 |
|