Cardiff Park Advisors’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 | $34.9K | Hold |
380
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $32.3K | Hold |
380
| – | – | ﹤0.01% | 312 |
|
|
2024
Q4 | $33.6K | Hold |
380
| – | – | ﹤0.01% | 306 |
|
|
2024
Q3 | $33.5K | Hold |
380
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $30.8K | Hold |
380
| – | – | ﹤0.01% | 300 |
|
|
2024
Q1 | $32K | Hold |
380
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $29.5K | Hold |
380
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $26.3K | Hold |
380
| – | – | ﹤0.01% | 286 |
|
|
2023
Q2 | $27.8K | Hold |
380
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $26.6K | Hold |
380
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $25.6K | Sell |
380
-2,320
| -86% | -$156K | ﹤0.01% | 287 |
|
|
2022
Q3 | $168K | Hold |
2,700
| – | – | 0.03% | 237 |
|
|
2022
Q2 | $175K | Sell |
2,700
-224
| -8% | -$14.5K | 0.03% | 237 |
|
|
2022
Q1 | $228K | Hold |
2,924
| – | – | 0.03% | 215 |
|
|
2021
Q4 | $243K | Buy |
+2,924
| New | +$243K | 0.03% | 210 |
|