Carolinas Wealth Consulting’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 | – | Sell |
-2,149
| Closed | -$183K | – | 485 |
|
|
2025
Q1 | $183K | Buy |
2,149
+5
| +0.2% | +$425 | 0.04% | 185 |
|
|
2024
Q4 | $189K | Buy |
2,144
+7
| +0.3% | +$619 | 0.04% | 187 |
|
|
2024
Q3 | $188K | Buy |
2,137
+8
| +0.4% | +$705 | 0.03% | 189 |
|
|
2024
Q2 | $173K | Buy |
2,129
+5
| +0.2% | +$405 | 0.03% | 188 |
|
|
2024
Q1 | $179K | Buy |
2,124
+5
| +0.2% | +$420 | 0.04% | 184 |
|
|
2023
Q4 | $165K | Buy |
2,119
+8
| +0.4% | +$622 | 0.04% | 176 |
|
|
2023
Q3 | $139K | Buy |
2,111
+8
| +0.4% | +$526 | 0.03% | 187 |
|
|
2023
Q2 | $154K | Buy |
2,103
+5
| +0.2% | +$365 | 0.03% | 201 |
|
|
2023
Q1 | $147K | Buy |
2,098
+7
| +0.3% | +$489 | 0.03% | 211 |
|
|
2022
Q4 | $141K | Buy |
+2,091
| New | +$141K | 0.03% | 211 |
|