BG Investment Services’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 | $2.2M | Sell |
23,636
-12,413
| -34% | -$1.16M | 2.75% | 10 |
|
|
2025
Q1 | $3.07M | Sell |
36,049
-9,374
| -21% | -$797K | 3.3% | 7 |
|
|
2024
Q4 | $4.02M | Buy |
+45,423
| New | +$4.02M | 4.04% | 9 |
|
|
2022
Q4 | $4.77M | Buy |
70,686
+2,625
| +4% | +$177K | 5.21% | 6 |
|
|
2022
Q3 | $4.23M | Sell |
68,061
-1,800
| -3% | -$112K | 5.14% | 7 |
|
|
2022
Q2 | $4.52M | Buy |
69,861
+1,875
| +3% | +$121K | 4.98% | 7 |
|
|
2022
Q1 | $5.31M | Sell |
67,986
-21,678
| -24% | -$1.69M | 5.19% | 7 |
|
|
2021
Q4 | $7.44M | Buy |
+89,664
| New | +$7.44M | 6.71% | 5 |
|