Bruce G. Allen Investments’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 | $322K | Buy |
3,496
+10
| +0.3% | +$920 | 0.24% | 48 |
|
|
2025
Q1 | $297K | Buy |
3,486
+11
| +0.3% | +$936 | 0.23% | 49 |
|
|
2024
Q4 | $307K | Buy |
3,475
+12
| +0.3% | +$1.06K | 0.25% | 52 |
|
|
2024
Q3 | $305K | Buy |
3,463
+15
| +0.4% | +$1.32K | 0.24% | 53 |
|
|
2024
Q2 | $280K | Buy |
3,448
+9
| +0.3% | +$730 | 0.24% | 53 |
|
|
2024
Q1 | $289K | Buy |
3,439
+9
| +0.3% | +$757 | 0.24% | 55 |
|
|
2023
Q4 | $267K | Buy |
+3,430
| New | +$267K | 0.24% | 55 |
|