BIP Wealth’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 | $765K | Buy |
8,316
+30
| +0.4% | +$2.76K | 0.05% | 121 |
|
|
2025
Q1 | $705K | Buy |
8,286
+16
| +0.2% | +$1.36K | 0.05% | 124 |
|
|
2024
Q4 | $731K | Sell |
8,270
-51
| -0.6% | -$4.51K | 0.05% | 126 |
|
|
2024
Q3 | $733K | Sell |
8,321
-176
| -2% | -$15.5K | 0.05% | 109 |
|
|
2024
Q2 | $689K | Sell |
8,497
-1,485
| -15% | -$120K | 0.06% | 95 |
|
|
2024
Q1 | $839K | Buy |
9,982
+443
| +5% | +$37.3K | 0.06% | 93 |
|
|
2023
Q4 | $741K | Sell |
9,539
-42
| -0.4% | -$3.27K | 0.06% | 89 |
|
|
2023
Q3 | $663K | Sell |
9,581
-346
| -3% | -$24K | 0.06% | 89 |
|
|
2023
Q2 | $725K | Sell |
9,927
-499
| -5% | -$36.4K | 0.06% | 88 |
|
|
2023
Q1 | $729K | Buy |
+10,426
| New | +$729K | 0.08% | 89 |
|