Cahill Financial 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 | $2.48M | Buy |
26,998
+101
| +0.4% | +$9.29K | 0.31% | 57 |
|
|
2025
Q1 | $2.29M | Buy |
26,897
+9
| +0% | +$766 | 0.31% | 54 |
|
|
2024
Q4 | $2.38M | Buy |
26,888
+323
| +1% | +$28.6K | 0.32% | 55 |
|
|
2024
Q3 | $2.34M | Sell |
26,565
-80,452
| -75% | -$7.09M | 0.32% | 58 |
|
|
2024
Q2 | $8.68M | Sell |
107,017
-6,512
| -6% | -$528K | 1.19% | 21 |
|
|
2024
Q1 | $9.55M | Sell |
113,529
-6,580
| -5% | -$553K | 1.3% | 21 |
|
|
2023
Q4 | $9.34M | Buy |
120,109
+3,809
| +3% | +$296K | 1.38% | 21 |
|
|
2023
Q3 | $8.05M | Sell |
116,300
-1,469
| -1% | -$102K | 1.34% | 21 |
|
|
2023
Q2 | $8.6M | Buy |
117,769
+1,519
| +1% | +$111K | 1.39% | 23 |
|
|
2023
Q1 | $8.13M | Buy |
116,250
+2,459
| +2% | +$172K | 1.44% | 22 |
|
|
2022
Q4 | $7.68M | Buy |
113,791
+2,614
| +2% | +$176K | 1.48% | 19 |
|
|
2022
Q3 | $6.91M | Buy |
111,177
+26,027
| +31% | +$1.62M | 1.46% | 18 |
|
|
2022
Q2 | $5.51M | Buy |
85,150
+5,224
| +7% | +$338K | 1.17% | 20 |
|
|
2022
Q1 | $6.24M | Sell |
79,926
-516
| -0.6% | -$40.3K | 1.17% | 19 |
|
|
2021
Q4 | $6.68M | Buy |
80,442
+3,326
| +4% | +$276K | 1.29% | 18 |
|
|
2021
Q3 | $6.03M | Sell |
77,116
-1,339
| -2% | -$105K | 1.24% | 16 |
|
|
2021
Q2 | $6.22M | Buy |
78,455
+256
| +0.3% | +$20.3K | 1.4% | 15 |
|
|
2021
Q1 | $5.78M | Sell |
78,199
-745
| -0.9% | -$55.1K | 1.41% | 15 |
|
|
2020
Q4 | $5.41M | Buy |
78,944
+707
| +0.9% | +$48.5K | 1.37% | 16 |
|
|
2020
Q3 | $4.49M | Sell |
78,237
-346
| -0.4% | -$19.9K | 1.62% | 13 |
|
|
2020
Q2 | $4.21M | Buy |
78,583
+255
| +0.3% | +$13.7K | 1.63% | 13 |
|
|
2020
Q1 | $3.38M | Buy |
78,328
+272
| +0.3% | +$11.7K | 1.57% | 14 |
|
|
2019
Q4 | $4.65M | Buy |
78,056
+55
| +0.1% | +$3.28K | 1.69% | 12 |
|
|
2019
Q3 | $4.37M | Buy |
78,001
+2,504
| +3% | +$140K | 1.7% | 12 |
|
|
2019
Q2 | $4.22M | Buy |
75,497
+3,409
| +5% | +$191K | 1.67% | 14 |
|
|
2019
Q1 | $3.89M | Buy |
72,088
+1,271
| +2% | +$68.6K | 1.62% | 15 |
|
|
2018
Q4 | $3.29M | Buy |
70,817
+2,497
| +4% | +$116K | 1.65% | 14 |
|
|
2018
Q3 | $3.77M | Buy |
68,320
+140
| +0.2% | +$7.72K | 1.66% | 15 |
|
|
2018
Q2 | $3.62M | Buy |
68,180
+524
| +0.8% | +$27.8K | 1.67% | 15 |
|
|
2018
Q1 | $3.49M | Buy |
67,656
+1,460
| +2% | +$75.4K | 1.67% | 15 |
|
|
2017
Q4 | $3.45M | Buy |
66,196
+616
| +0.9% | +$32.1K | 1.73% | 14 |
|
|
2017
Q3 | $3.23M | Buy |
65,580
+4,572
| +7% | +$225K | 1.71% | 15 |
|
|
2017
Q2 | $2.93M | Sell |
61,008
-1,428
| -2% | -$68.6K | 1.62% | 15 |
|
|
2017
Q1 | $2.92M | Buy |
62,436
+1,308
| +2% | +$61.2K | 1.69% | 17 |
|
|
2016
Q4 | $2.73M | Buy |
61,128
+820
| +1% | +$36.7K | 1.67% | 16 |
|
|
2016
Q3 | $2.63M | Buy |
60,308
+828
| +1% | +$36.1K | 1.71% | 17 |
|
|
2016
Q2 | $2.5M | Buy |
59,480
+2,956
| +5% | +$124K | 1.75% | 18 |
|
|
2016
Q1 | $2.3M | Buy |
56,524
+3,544
| +7% | +$144K | 1.73% | 17 |
|
|
2015
Q4 | $2.12M | Sell |
52,980
-1,328
| -2% | -$53.2K | 1.73% | 18 |
|
|
2015
Q3 | $2.11M | Buy |
54,308
+240
| +0.4% | +$9.33K | 1.72% | 18 |
|
|
2015
Q2 | $2.3M | Buy |
54,068
+500
| +0.9% | +$21.3K | 1.72% | 19 |
|
|
2015
Q1 | $2.32M | Sell |
53,568
-3,380
| -6% | -$146K | 1.77% | 19 |
|
|
2014
Q4 | $2.38M | Buy |
56,948
+1,240
| +2% | +$51.8K | 1.84% | 19 |
|
|
2014
Q3 | $2.21M | Sell |
55,708
-1,404
| -2% | -$55.6K | 1.76% | 19 |
|
|
2014
Q2 | $2.32M | Sell |
57,112
-1,288
| -2% | -$52.4K | 1.82% | 18 |
|
|
2014
Q1 | $2.26M | Sell |
58,400
-1,276
| -2% | -$49.4K | 1.93% | 16 |
|
|
2013
Q4 | $2.24M | Buy |
+59,676
| New | +$2.24M | 1.94% | 16 |
|