Bill Few Associates’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 | $1.31M | Hold |
14,278
| – | – | 0.37% | 62 |
|
|
2025
Q1 | $1.21M | Hold |
14,278
| – | – | 0.43% | 57 |
|
|
2024
Q4 | $1.26M | Hold |
14,278
| – | – | 0.44% | 58 |
|
|
2024
Q3 | $1.26M | Buy |
14,278
+712
| +5% | +$62.8K | 0.45% | 56 |
|
|
2024
Q2 | $1.1M | Hold |
13,566
| – | – | 0.42% | 58 |
|
|
2024
Q1 | $1.14M | Sell |
13,566
-172
| -1% | -$14.5K | 0.46% | 55 |
|
|
2023
Q4 | $1.07M | Buy |
13,738
+4,752
| +53% | +$369K | 0.49% | 55 |
|
|
2023
Q3 | $622K | Hold |
8,986
| – | – | 0.33% | 62 |
|
|
2023
Q2 | $656K | Hold |
8,986
| – | – | 0.34% | 60 |
|
|
2023
Q1 | $628K | Hold |
8,986
| – | – | 0.35% | 59 |
|
|
2022
Q4 | $606K | Hold |
8,986
| – | – | 0.36% | 59 |
|
|
2022
Q3 | $558K | Hold |
8,986
| – | – | 0.38% | 58 |
|
|
2022
Q2 | $581K | Hold |
8,986
| – | – | 0.37% | 55 |
|
|
2022
Q1 | $701K | Hold |
8,986
| – | – | 0.38% | 54 |
|
|
2021
Q4 | $746K | Buy |
+8,986
| New | +$746K | 0.39% | 50 |
|