Centaurus Financial’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 | $570K | Buy |
6,203
+155
| +3% | +$14.2K | 0.03% | 435 |
|
|
2025
Q1 | $514K | Buy |
6,048
+1,675
| +38% | +$142K | 0.03% | 447 |
|
|
2024
Q4 | $387K | Buy |
4,373
+881
| +25% | +$78K | 0.02% | 500 |
|
|
2024
Q3 | $308K | Buy |
+3,492
| New | +$308K | 0.02% | 527 |
|
|
2021
Q2 | – | Sell |
-1,440
| Closed | -$106K | – | 910 |
|
|
2021
Q1 | $106K | Buy |
+1,440
| New | +$106K | 0.01% | 770 |
|
|
2018
Q3 | – | Sell |
-1,656
| Closed | -$88K | – | 1297 |
|
|
2018
Q2 | $88K | Buy |
+1,656
| New | +$88K | 0.01% | 755 |
|