Ashton Thomas Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.4M | Sell |
158,126
-1,234
| -0.8% | -$123K | 0.36% | 64 |
|
|
2025
Q4 | $15.3M | Buy |
159,360
+824
| +0.5% | +$79.2K | 0.37% | 59 |
|
|
2025
Q3 | $15.3M | Buy |
158,536
+59,726
| +60% | +$5.66M | 0.4% | 55 |
|
|
2025
Q2 | $9.09M | Sell |
98,810
-46,538
| -32% | -$4.02M | 0.32% | 71 |
|
|
2025
Q1 | $12.4M | Buy |
145,348
+11,563
| +9% | +$1.03M | 0.47% | 48 |
|
|
2024
Q4 | $11.8M | Buy |
133,785
+4,991
| +4% | +$453K | 0.46% | 46 |
|
|
2024
Q3 | $11.4M | Sell |
128,794
-1,055
| -0.8% | -$88.9K | 0.61% | 36 |
|
|
2024
Q2 | $10.5M | Buy |
129,849
+3,142
| +2% | +$256K | 0.58% | 39 |
|
|
2024
Q1 | $10.7M | Buy |
126,707
+11,174
| +10% | +$885K | 0.61% | 34 |
|
|
2023
Q4 | $8.98M | Buy |
115,533
+712
| +0.6% | +$50.6K | 0.56% | 35 |
|
|
2023
Q3 | $7.95M | Buy |
114,821
+1,873
| +2% | +$137K | 0.58% | 33 |
|
|
2023
Q2 | $8.25M | Buy |
112,948
+11,107
| +11% | +$773K | 0.63% | 28 |
|
|
2023
Q1 | $7.12M | Buy |
101,841
+12,285
| +14% | +$867K | 0.62% | 31 |
|
|
2022
Q4 | $6.04M | Sell |
89,556
-4,180
| -4% | -$282K | 0.6% | 40 |
|
|
2022
Q3 | $5.83M | Sell |
93,736
-9,115
| -9% | -$627K | 0.66% | 30 |
|
|
2022
Q2 | $6.65M | Buy |
102,851
+7,451
| +8% | +$530K | 0.72% | 25 |
|
|
2022
Q1 | $7.45M | Buy |
95,400
+17,736
| +23% | +$1.37M | 0.65% | 29 |
|
|
2021
Q4 | $6.45M | Buy |
77,664
+4,936
| +7% | +$405K | 0.63% | 36 |
|
|
2021
Q3 | $5.69M | Sell |
72,728
-994
| -1% | -$79.6K | 0.82% | 26 |
|
|
2021
Q2 | $5.84M | Sell |
73,722
-1,443
| -2% | -$112K | 0.89% | 23 |
|
|
2021
Q1 | $5.56M | Sell |
75,165
-10,010
| -12% | -$724K | 0.94% | 21 |
|
|
2020
Q4 | $5.84M | Sell |
85,175
-1,350
| -2% | -$86K | 1.11% | 13 |
|
|
2020
Q3 | $4.96M | Sell |
86,525
-603
| -0.7% | -$34.3K | 1.25% | 13 |
|
|
2020
Q2 | $4.67M | Sell |
87,128
-2,570
| -3% | -$129K | 1.39% | 9 |
|
|
2020
Q1 | $3.87M | Sell |
89,698
-26,870
| -23% | -$1.48M | 1.58% | 10 |
|
|
2019
Q4 | $6.95M | Buy |
+116,568
| New | +$6.69M | 2.29% | 4 |
|
Other funds holding IWR
