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Bay Colony Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
15,119
+64
+0.4% +$5.89K 0.19% 105
2025
Q1
$1.27M Buy
15,055
+43
+0.3% +$3.64K 0.19% 108
2024
Q4
$1.33M Buy
15,012
+50
+0.3% +$4.42K 0.2% 108
2024
Q3
$1.32M Buy
14,962
+59
+0.4% +$5.2K 0.2% 115
2024
Q2
$1.21M Sell
14,903
-66
-0.4% -$5.35K 0.2% 105
2024
Q1
$1.26M Buy
14,969
+36
+0.2% +$3.03K 0.22% 98
2023
Q4
$1.16M Buy
+14,933
New +$1.16M 0.23% 97