Center for Financial Planning’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 | $828K | Buy |
9,002
+100
| +1% | +$9.2K | 0.1% | 75 |
|
|
2025
Q1 | $757K | Buy |
8,902
+8
| +0.1% | +$681 | 0.1% | 71 |
|
|
2024
Q4 | $786K | Buy |
8,894
+650
| +8% | +$57.5K | 0.1% | 64 |
|
|
2024
Q3 | $727K | Buy |
8,244
+11
| +0.1% | +$970 | 0.1% | 70 |
|
|
2024
Q2 | $668K | Sell |
8,233
-200
| -2% | -$16.2K | 0.1% | 75 |
|
|
2024
Q1 | $709K | Buy |
8,433
+127
| +2% | +$10.7K | 0.11% | 67 |
|
|
2023
Q4 | $646K | Buy |
8,306
+24
| +0.3% | +$1.87K | 0.12% | 70 |
|
|
2023
Q3 | $574K | Sell |
8,282
-452
| -5% | -$31.3K | 0.12% | 69 |
|
|
2023
Q2 | $638K | Buy |
8,734
+6
| +0.1% | +$438 | 0.13% | 69 |
|
|
2023
Q1 | $610K | Buy |
8,728
+10
| +0.1% | +$699 | 0.14% | 68 |
|
|
2022
Q4 | $588K | Sell |
8,718
-56
| -0.6% | -$3.78K | 0.14% | 65 |
|
|
2022
Q3 | $545K | Buy |
8,774
+13
| +0.1% | +$807 | 0.15% | 69 |
|
|
2022
Q2 | $567K | Buy |
8,761
+8
| +0.1% | +$518 | 0.14% | 70 |
|
|
2022
Q1 | $683K | Sell |
8,753
-462
| -5% | -$36.1K | 0.14% | 71 |
|
|
2021
Q4 | $765K | Buy |
9,215
+28
| +0.3% | +$2.32K | 0.16% | 65 |
|
|
2021
Q3 | $719K | Sell |
9,187
-1,126
| -11% | -$88.1K | 0.17% | 63 |
|
|
2021
Q2 | $817K | Sell |
10,313
-145
| -1% | -$11.5K | 0.2% | 57 |
|
|
2021
Q1 | $773K | Buy |
10,458
+76
| +0.7% | +$5.62K | 0.2% | 59 |
|
|
2020
Q4 | $712K | Sell |
10,382
-2,210
| -18% | -$152K | 0.2% | 53 |
|
|
2020
Q3 | $723K | Sell |
12,592
-909
| -7% | -$52.2K | 0.23% | 48 |
|
|
2020
Q2 | $724K | Buy |
13,501
+870
| +7% | +$46.7K | 0.25% | 45 |
|
|
2020
Q1 | $545K | Buy |
12,631
+1,716
| +16% | +$74K | 0.18% | 57 |
|
|
2019
Q4 | $651K | Buy |
+10,915
| New | +$651K | 0.16% | 55 |
|