Brady Family 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 | $681K | Hold |
7,403
| – | – | 0.21% | 75 |
|
|
2025
Q1 | $630K | Sell |
7,403
-280
| -4% | -$23.8K | 0.2% | 76 |
|
|
2024
Q4 | $679K | Hold |
7,683
| – | – | 0.21% | 75 |
|
|
2024
Q3 | $677K | Hold |
7,683
| – | – | 0.2% | 77 |
|
|
2024
Q2 | $623K | Buy |
7,683
+15
| +0.2% | +$1.22K | 0.2% | 77 |
|
|
2024
Q1 | $645K | Sell |
7,668
-78
| -1% | -$6.56K | 0.21% | 75 |
|
|
2023
Q4 | $602K | Buy |
7,746
+53
| +0.7% | +$4.12K | 0.21% | 75 |
|
|
2023
Q3 | $533K | Hold |
7,693
| – | – | 0.21% | 75 |
|
|
2023
Q2 | $562K | Sell |
7,693
-57
| -0.7% | -$4.16K | 0.21% | 75 |
|
|
2023
Q1 | $542K | Buy |
7,750
+22
| +0.3% | +$1.54K | 0.21% | 78 |
|
|
2022
Q4 | $521K | Buy |
+7,728
| New | +$521K | 0.22% | 79 |
|