Catalyst Financial Partners’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 | $2.47M | Sell |
26,842
-7,336
| -21% | -$675K | 0.27% | 37 |
|
|
2025
Q1 | $2.91M | Buy |
34,178
+2,206
| +7% | +$188K | 0.54% | 29 |
|
|
2024
Q4 | $2.83M | Buy |
31,972
+8,308
| +35% | +$734K | 0.53% | 30 |
|
|
2024
Q3 | $2.09M | Buy |
23,664
+753
| +3% | +$66.4K | 0.41% | 34 |
|
|
2024
Q2 | $1.86M | Buy |
22,911
+4,288
| +23% | +$348K | 0.41% | 36 |
|
|
2024
Q1 | $1.47M | Sell |
18,623
-3,163
| -15% | -$249K | 0.38% | 34 |
|
|
2023
Q4 | $1.69M | Buy |
21,786
+671
| +3% | +$52.2K | 0.48% | 33 |
|
|
2023
Q3 | $1.46M | Buy |
21,115
+580
| +3% | +$40.2K | 0.47% | 34 |
|
|
2023
Q2 | $1.5M | Sell |
20,535
-2,327
| -10% | -$170K | 0.53% | 28 |
|
|
2023
Q1 | $1.6M | Buy |
22,862
+1,555
| +7% | +$109K | 0.68% | 26 |
|
|
2022
Q4 | $1.44M | Buy |
+21,307
| New | +$1.44M | 0.74% | 25 |
|