Caldwell Sutter Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Hold |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $482K | Hold |
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|
2024
Q4 | $501K | Hold |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $353K | Buy |
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|
2023
Q1 | $14K | Buy |
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