Cedar Mountain 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 | $46.8K | Hold |
509
| – | – | 0.01% | 102 |
|
|
2025
Q1 | $43.3K | Hold |
509
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $45K | Hold |
509
| – | – | 0.01% | 95 |
|
|
2024
Q3 | $44.9K | Hold |
509
| – | – | 0.01% | 89 |
|
|
2024
Q2 | $41.3K | Sell |
509
-152
| -23% | -$12.3K | 0.01% | 82 |
|
|
2024
Q1 | $55.6K | Hold |
661
| – | – | 0.01% | 69 |
|
|
2023
Q4 | $51.4K | Hold |
661
| – | – | 0.01% | 71 |
|
|
2023
Q3 | $45.8K | Sell |
661
-105
| -14% | -$7.27K | 0.01% | 72 |
|
|
2023
Q2 | $55.9K | Hold |
766
| – | – | 0.02% | 70 |
|
|
2023
Q1 | $53.6K | Hold |
766
| – | – | 0.02% | 70 |
|
|
2022
Q4 | $51.7K | Hold |
766
| – | – | 0.02% | 68 |
|
|
2022
Q3 | $48K | Hold |
766
| – | – | 0.02% | 70 |
|
|
2022
Q2 | $50K | Sell |
766
-232
| -23% | -$15.1K | 0.02% | 70 |
|
|
2022
Q1 | $78K | Sell |
998
-105
| -10% | -$8.21K | 0.02% | 68 |
|
|
2021
Q4 | $92K | Sell |
1,103
-9
| -0.8% | -$751 | 0.03% | 59 |
|
|
2021
Q3 | $87K | Sell |
1,112
-76
| -6% | -$5.95K | 0.03% | 57 |
|
|
2021
Q2 | $94K | Sell |
1,188
-1,302
| -52% | -$103K | 0.03% | 56 |
|
|
2021
Q1 | $184K | Sell |
2,490
-276
| -10% | -$20.4K | 0.06% | 40 |
|
|
2020
Q4 | $190K | Sell |
2,766
-211
| -7% | -$14.5K | 0.07% | 38 |
|
|
2020
Q3 | $171K | Sell |
2,977
-152
| -5% | -$8.73K | 0.07% | 39 |
|
|
2020
Q2 | $168K | Sell |
3,129
-142
| -4% | -$7.62K | 0.07% | 38 |
|
|
2020
Q1 | $141K | Sell |
3,271
-38
| -1% | -$1.64K | 0.07% | 37 |
|
|
2019
Q4 | $197K | Buy |
+3,309
| New | +$197K | 0.08% | 30 |
|