Callan Family Office’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 | $15M | Buy |
163,125
+1,301
| +0.8% | +$120K | 0.47% | 36 |
|
|
2025
Q1 | $13.8M | Sell |
161,824
-19
| -0% | -$1.62K | 1.03% | 18 |
|
|
2024
Q4 | $14.3M | Sell |
161,843
-960
| -0.6% | -$84.9K | 0.91% | 20 |
|
|
2024
Q3 | $14.3M | Buy |
162,803
+1,193
| +0.7% | +$105K | 2.41% | 10 |
|
|
2024
Q2 | $13.1M | Buy |
161,610
+2,400
| +2% | +$195K | 2.52% | 10 |
|
|
2024
Q1 | $13.4M | Buy |
159,210
+7,900
| +5% | +$664K | 3.14% | 9 |
|
|
2023
Q4 | $11.8M | Sell |
151,310
-1,325
| -0.9% | -$103K | 2.9% | 10 |
|
|
2023
Q3 | $10.6M | Sell |
152,635
-158
| -0.1% | -$10.9K | 2.81% | 9 |
|
|
2023
Q2 | $11.2M | Sell |
152,793
-4,645
| -3% | -$339K | 2.94% | 9 |
|
|
2023
Q1 | $11M | Buy |
157,438
+23,400
| +17% | +$1.64M | 2.67% | 9 |
|
|
2022
Q4 | $9.04M | Buy |
+134,038
| New | +$9.04M | 2.91% | 9 |
|