Avion Wealth’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 | $2K | Hold |
22
| – | – | ﹤0.01% | 816 |
|
|
2025
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 868 |
|
|
2024
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 865 |
|
|
2024
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 823 |
|
|
2023
Q4 | – | Sell |
-93
| Closed | -$6K | – | 1213 |
|
|
2023
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $6K | Hold |
93
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $6K | Hold |
93
| – | – | ﹤0.01% | 300 |
|
|
2022
Q4 | $5K | Hold |
93
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 308 |
|