Caldwell Sutter Capital’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 | $503K | Sell |
5,464
-200
| -4% | -$18.4K | 0.23% | 113 |
|
|
2025
Q1 | $482K | Hold |
5,664
| – | – | 0.23% | 114 |
|
|
2024
Q4 | $501K | Hold |
5,664
| – | – | 0.23% | 111 |
|
|
2024
Q3 | $499K | Hold |
5,664
| – | – | 0.23% | 116 |
|
|
2024
Q2 | $459K | Hold |
5,664
| – | – | 0.23% | 118 |
|
|
2024
Q1 | $476K | Sell |
5,664
-196
| -3% | -$16.5K | 0.23% | 112 |
|
|
2023
Q4 | $455K | Buy |
5,860
+1,028
| +21% | +$79.9K | 0.23% | 107 |
|
|
2023
Q3 | $335K | Hold |
4,832
| – | – | 0.19% | 127 |
|
|
2023
Q2 | $353K | Buy |
4,832
+4,632
| +2,316% | +$338K | 0.18% | 127 |
|
|
2023
Q1 | $14K | Buy |
+200
| New | +$14K | 0.01% | 372 |
|