Canopy Partners’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 | $5.39M | Sell |
58,600
-3,153
| -5% | -$290K | 1.98% | 13 |
|
|
2025
Q1 | $5.25M | Sell |
61,753
-13,199
| -18% | -$1.12M | 2.05% | 13 |
|
|
2024
Q4 | $6.63M | Sell |
74,952
-2,945
| -4% | -$260K | 2.53% | 11 |
|
|
2024
Q3 | $6.87M | Sell |
77,897
-2,941
| -4% | -$259K | 2.96% | 7 |
|
|
2024
Q2 | $6.55M | Sell |
80,838
-8,013
| -9% | -$650K | 3.04% | 8 |
|
|
2024
Q1 | $7.47M | Buy |
88,851
+16,872
| +23% | +$1.42M | 3.65% | 7 |
|
|
2023
Q4 | $5.59M | Buy |
+71,979
| New | +$5.59M | 3.41% | 7 |
|