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 |
|