Cassaday & Co Wealth 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 | $1.04M | Hold |
11,329
| – | – | 0.03% | 126 |
|
|
2025
Q1 | $964K | Hold |
11,329
| – | – | 0.03% | 122 |
|
|
2024
Q4 | $1M | Hold |
11,329
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $999K | Sell |
11,329
-223
| -2% | -$19.7K | 0.03% | 112 |
|
|
2024
Q2 | $937K | Buy |
11,552
+223
| +2% | +$18.1K | 0.03% | 109 |
|
|
2024
Q1 | $953K | Buy |
11,329
+104
| +0.9% | +$8.75K | 0.03% | 107 |
|
|
2023
Q4 | $873K | Hold |
11,225
| – | – | 0.03% | 106 |
|
|
2023
Q3 | $777K | Hold |
11,225
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $820K | Hold |
11,225
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $785K | Sell |
11,225
-1,477
| -12% | -$103K | 0.03% | 116 |
|
|
2022
Q4 | $857K | Buy |
+12,702
| New | +$857K | 0.04% | 104 |
|