Bear Mountain Capital’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 | $637K | Hold |
6,784
| – | – | 0.23% | 34 |
|
|
2025
Q1 | $571K | Sell |
6,784
-11
| -0.2% | -$926 | 0.22% | 34 |
|
|
2024
Q4 | $630K | Hold |
6,795
| – | – | 0.25% | 31 |
|
|
2024
Q3 | $606K | Sell |
6,795
-62
| -0.9% | -$5.53K | 0.24% | 32 |
|
|
2024
Q2 | $572K | Buy |
6,857
+11
| +0.2% | +$917 | 0.23% | 33 |
|
|
2024
Q1 | $540K | Sell |
6,846
-317
| -4% | -$25K | 0.23% | 34 |
|
|
2023
Q4 | $544K | Buy |
+7,163
| New | +$544K | 0.23% | 35 |
|