Blue Zone Wealth Advisors’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 | $384K | Buy |
4,174
+36
| +0.9% | +$3.31K | 0.1% | 80 |
|
|
2025
Q1 | $352K | Sell |
4,138
-90
| -2% | -$7.66K | 0.1% | 81 |
|
|
2024
Q4 | $374K | Buy |
4,228
+39
| +0.9% | +$3.45K | 0.11% | 78 |
|
|
2024
Q3 | $369K | Buy |
+4,189
| New | +$369K | 0.11% | 74 |
|
|
2022
Q2 | – | Sell |
-4,415
| Closed | -$345K | – | 97 |
|
|
2022
Q1 | $345K | Buy |
4,415
+1,845
| +72% | +$144K | 0.13% | 75 |
|
|
2021
Q4 | $213K | Sell |
2,570
-445
| -15% | -$36.9K | 0.07% | 98 |
|
|
2021
Q3 | $236K | Buy |
+3,015
| New | +$236K | 0.08% | 93 |
|
|
2020
Q1 | – | Sell |
-86,529
| Closed | -$5.16M | – | 52 |
|
|
2019
Q4 | $5.16M | Buy |
+86,529
| New | +$5.16M | 3.33% | 13 |
|