Castle 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 | $456K | Hold |
4,960
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $422K | Hold |
4,960
| – | – | 0.17% | 85 |
|
|
2024
Q4 | $438K | Hold |
4,960
| – | – | 0.17% | 85 |
|
|
2024
Q3 | $437K | Hold |
4,960
| – | – | 0.17% | 83 |
|
|
2024
Q2 | $402K | Hold |
4,960
| – | – | 0.19% | 91 |
|
|
2024
Q1 | $417K | Sell |
4,960
-120
| -2% | -$10.1K | 0.22% | 92 |
|
|
2023
Q4 | $395K | Hold |
5,080
| – | – | 0.24% | 90 |
|
|
2023
Q3 | $353K | Hold |
5,080
| – | – | 0.25% | 84 |
|
|
2023
Q2 | $371K | Hold |
5,080
| – | – | 0.26% | 80 |
|
|
2023
Q1 | $355K | Hold |
5,080
| – | – | 0.28% | 77 |
|
|
2022
Q4 | $343K | Hold |
5,080
| – | – | 0.22% | 77 |
|
|
2022
Q3 | $316K | Hold |
5,080
| – | – | 0.19% | 80 |
|
|
2022
Q2 | $328K | Buy |
+5,080
| New | +$328K | 0.19% | 81 |
|