Capital Group Private Client Services’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 | $5.99M | Sell |
65,113
-224
| -0.3% | -$20.6K | 0.05% | 165 |
|
|
2025
Q1 | $5.56M | Buy |
65,337
+7,275
| +13% | +$619K | 0.05% | 163 |
|
|
2024
Q4 | $5.13M | Sell |
58,062
-131
| -0.2% | -$11.6K | 0.05% | 173 |
|
|
2024
Q3 | $5.13M | Sell |
58,193
-60
| -0.1% | -$5.29K | 0.05% | 173 |
|
|
2024
Q2 | $4.72M | Sell |
58,253
-118
| -0.2% | -$9.57K | 0.05% | 170 |
|
|
2024
Q1 | $4.91M | Sell |
58,371
-340
| -0.6% | -$28.6K | 0.05% | 166 |
|
|
2023
Q4 | $4.56M | Buy |
58,711
+1,064
| +2% | +$82.7K | 0.05% | 162 |
|
|
2023
Q3 | $3.99M | Buy |
57,647
+972
| +2% | +$67.3K | 0.05% | 155 |
|
|
2023
Q2 | $4.14M | Buy |
56,675
+32,894
| +138% | +$2.4M | 0.05% | 151 |
|
|
2023
Q1 | $1.66M | Buy |
23,781
+4,521
| +23% | +$316K | 0.02% | 181 |
|
|
2022
Q4 | $1.3M | Buy |
19,260
+126
| +0.7% | +$8.5K | 0.02% | 184 |
|
|
2022
Q3 | $1.19M | Buy |
19,134
+6,038
| +46% | +$375K | 0.02% | 188 |
|
|
2022
Q2 | $847K | Buy |
+13,096
| New | +$847K | 0.01% | 195 |
|