Barrett & Company’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 | $68.9K | Hold |
749
| – | – | 0.03% | 253 |
|
|
2025
Q1 | $63.7K | Hold |
749
| – | – | 0.03% | 238 |
|
|
2024
Q4 | $66.2K | Hold |
749
| – | – | 0.03% | 239 |
|
|
2024
Q3 | $66K | Hold |
749
| – | – | 0.03% | 235 |
|
|
2024
Q2 | $60.7K | Hold |
749
| – | – | 0.03% | 245 |
|
|
2024
Q1 | $63K | Hold |
749
| – | – | 0.03% | 246 |
|
|
2023
Q4 | $58.2K | Hold |
749
| – | – | 0.03% | 237 |
|
|
2023
Q3 | $51.9K | Hold |
749
| – | – | 0.03% | 242 |
|
|
2023
Q2 | $54.7K | Hold |
749
| – | – | 0.03% | 240 |
|
|
2023
Q1 | $52.4K | Buy |
749
+27
| +4% | +$1.89K | 0.03% | 240 |
|
|
2022
Q4 | $48.7K | Hold |
722
| – | – | 0.03% | 235 |
|
|
2022
Q3 | $48.7K | Buy |
+722
| New | +$48.7K | 0.03% | 235 |
|