Bordeaux 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 | $471K | Hold |
5,118
| – | – | 0.06% | 93 |
|
|
2025
Q1 | $435K | Hold |
5,118
| – | – | 0.08% | 96 |
|
|
2024
Q4 | $452K | Hold |
5,118
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $451K | Sell |
5,118
-66
| -1% | -$5.82K | 0.08% | 98 |
|
|
2024
Q2 | $420K | Buy |
5,184
+66
| +1% | +$5.35K | 0.08% | 89 |
|
|
2024
Q1 | $430K | Buy |
5,118
+1,252
| +32% | +$105K | 0.14% | 65 |
|
|
2023
Q4 | $301K | Buy |
+3,866
| New | +$301K | 0.1% | 80 |
|
|
2022
Q1 | – | Sell |
-4,142
| Closed | -$344K | – | 94 |
|
|
2021
Q4 | $344K | Buy |
+4,142
| New | +$344K | 0.16% | 72 |
|