Atticus Wealth Management’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 | $38.2K | Buy |
415
+229
| +123% | +$21.1K | 0.01% | 342 |
|
|
2025
Q1 | $15.9K | Sell |
186
-5
| -3% | -$426 | 0.01% | 340 |
|
|
2024
Q4 | $16.9K | Buy |
191
+7
| +4% | +$618 | 0.01% | 345 |
|
|
2024
Q3 | $16.2K | Buy |
184
+15
| +9% | +$1.32K | 0.01% | 350 |
|
|
2024
Q2 | $13.7K | Sell |
169
-59
| -26% | -$4.78K | ﹤0.01% | 349 |
|
|
2024
Q1 | $19.2K | Sell |
228
-228
| -50% | -$19.2K | 0.01% | 332 |
|
|
2023
Q4 | $35.4K | Buy |
456
+111
| +32% | +$8.63K | 0.01% | 273 |
|
|
2023
Q3 | $23.9K | Buy |
345
+253
| +275% | +$17.5K | 0.01% | 320 |
|
|
2023
Q2 | $6.71K | Sell |
92
-696
| -88% | -$50.8K | ﹤0.01% | 426 |
|
|
2023
Q1 | $55.1K | Buy |
788
+34
| +5% | +$2.38K | 0.02% | 246 |
|
|
2022
Q4 | $50.9K | Buy |
754
+43
| +6% | +$2.9K | 0.02% | 249 |
|
|
2022
Q3 | $46K | Hold |
711
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $46K | Hold |
711
| – | – | 0.02% | 265 |
|
|
2022
Q1 | $55K | Hold |
711
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $59K | Hold |
711
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $56K | Hold |
711
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $56K | Sell |
711
-789
| -53% | -$62.1K | 0.02% | 220 |
|
|
2021
Q1 | $111K | Hold |
1,500
| – | – | 0.05% | 148 |
|
|
2020
Q4 | $103K | Buy |
+1,500
| New | +$103K | 0.05% | 151 |
|
|
2020
Q2 | – | Sell |
-420
| Closed | -$18K | – | 306 |
|
|
2020
Q1 | $18K | Hold |
420
| – | – | 0.01% | 207 |
|
|
2019
Q4 | $25K | Buy |
+420
| New | +$25K | 0.02% | 208 |
|