Caitlin John’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
Q1 | – | Sell |
-20
| Closed | -$1.77K | – | 464 |
|
2024
Q4 | $1.77K | Hold |
20
| – | – | ﹤0.01% | 651 |
|
2024
Q3 | $1.85K | Sell |
20
-36
| -64% | -$3.33K | ﹤0.01% | 655 |
|
2024
Q2 | $4.54K | Hold |
56
| – | – | ﹤0.01% | 554 |
|
2024
Q1 | $4.71K | Hold |
56
| – | – | ﹤0.01% | 570 |
|
2023
Q4 | $4.35K | Buy |
+56
| New | +$4.35K | ﹤0.01% | 579 |
|