Aveo Capital 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
Q1 | – | Sell |
-2,364
| Closed | -$209K | – | 258 |
|
|
2024
Q4 | $209K | Buy |
2,364
+33
| +1% | +$2.92K | 0.02% | 326 |
|
|
2024
Q3 | $205K | Sell |
2,331
-44,601
| -95% | -$3.93M | 0.02% | 330 |
|
|
2024
Q2 | $3.81M | Buy |
+46,932
| New | +$3.81M | 0.43% | 67 |
|
|
2021
Q3 | – | Sell |
-54,274
| Closed | -$4.3M | – | 270 |
|
|
2021
Q2 | $4.3M | Buy |
+54,274
| New | +$4.3M | 0.95% | 27 |
|
|
2017
Q1 | – | Sell |
-4,660
| Closed | -$208K | – | 177 |
|
|
2016
Q4 | $208K | Buy |
+4,660
| New | +$208K | 0.06% | 212 |
|