Campion Asset Management’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 | $9.69M | Sell |
105,360
-888
| -0.8% | -$81.7K | 7.27% | 4 |
|
|
2025
Q1 | $9.04M | Sell |
106,248
-188
| -0.2% | -$16K | 6.99% | 4 |
|
|
2024
Q4 | $9.41M | Sell |
106,436
-1,220
| -1% | -$108K | 7.1% | 3 |
|
|
2024
Q3 | $9.49M | Sell |
107,656
-2,309
| -2% | -$204K | 6.97% | 3 |
|
|
2024
Q2 | $8.92M | Sell |
109,965
-2,929
| -3% | -$237K | 7.01% | 2 |
|
|
2024
Q1 | $9.49M | Sell |
112,894
-1,408
| -1% | -$118K | 7.34% | 2 |
|
|
2023
Q4 | $8.88M | Buy |
114,302
+108
| +0.1% | +$8.4K | 7.52% | 2 |
|
|
2023
Q3 | $7.91M | Sell |
114,194
-385
| -0.3% | -$26.7K | 7.31% | 2 |
|
|
2023
Q2 | $8.37M | Buy |
114,579
+410
| +0.4% | +$29.9K | 7.46% | 2 |
|
|
2023
Q1 | $7.98M | Sell |
114,169
-490
| -0.4% | -$34.3K | 7.54% | 2 |
|
|
2022
Q4 | $7.73M | Sell |
114,659
-6,749
| -6% | -$455K | 7.6% | 2 |
|
|
2022
Q3 | $7.55M | Sell |
121,408
-170
| -0.1% | -$10.6K | 7.98% | 2 |
|
|
2022
Q2 | $7.86M | Sell |
121,578
-9,309
| -7% | -$602K | 7.77% | 2 |
|
|
2022
Q1 | $10.2M | Sell |
130,887
-953
| -0.7% | -$74.4K | 8.69% | 2 |
|
|
2021
Q4 | $10.9M | Buy |
131,840
+3,040
| +2% | +$252K | 9.08% | 2 |
|
|
2021
Q3 | $10.1M | Sell |
128,800
-12,125
| -9% | -$948K | 8.98% | 2 |
|
|
2021
Q2 | $11.2M | Sell |
140,925
-27,945
| -17% | -$2.21M | 9.27% | 2 |
|
|
2021
Q1 | $12.5M | Buy |
+168,870
| New | +$12.5M | 9.44% | 2 |
|