Brasada Capital Management’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
$985K Sell
10,511
-637
-6% -$59.7K 0.17% 91
2025
Q1
$835K Sell
11,148
-242
-2% -$18.1K 0.17% 86
2024
Q4
$1.01M Buy
11,390
+1,728
+18% +$153K 0.18% 84
2024
Q3
$846K Sell
9,662
-530
-5% -$46.4K 0.15% 99
2024
Q2
$842K Buy
10,192
+166
+2% +$13.7K 0.15% 97
2024
Q1
$843K Buy
10,026
+4,835
+93% +$407K 0.15% 100
2023
Q4
$403K Buy
+5,191
New +$403K 0.08% 124