Certified Advisory Corp’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 | $687K | Buy |
7,470
+49
| +0.7% | +$4.51K | 0.07% | 176 |
|
|
2025
Q1 | $631K | Sell |
7,421
-2,738
| -27% | -$233K | 0.07% | 173 |
|
|
2024
Q4 | $898K | Buy |
10,159
+115
| +1% | +$10.2K | 0.1% | 152 |
|
|
2024
Q3 | $885K | Sell |
10,044
-449
| -4% | -$39.6K | 0.1% | 152 |
|
|
2024
Q2 | $851K | Buy |
10,493
+2,751
| +36% | +$223K | 0.11% | 147 |
|
|
2024
Q1 | $651K | Sell |
7,742
-793
| -9% | -$66.7K | 0.09% | 159 |
|
|
2023
Q4 | $663K | Sell |
8,535
-175,972
| -95% | -$13.7M | 0.1% | 156 |
|
|
2023
Q3 | $815K | Buy |
184,507
+174,053
| +1,665% | +$769K | 0.15% | 124 |
|
|
2023
Q2 | $763K | Sell |
10,454
-3,318
| -24% | -$242K | 0.14% | 127 |
|
|
2023
Q1 | $963K | Buy |
13,772
+1,202
| +10% | +$84K | 0.17% | 121 |
|
|
2022
Q4 | $848K | Sell |
12,570
-30,690
| -71% | -$2.07M | 0.17% | 130 |
|
|
2022
Q3 | $2.69M | Buy |
43,260
+443
| +1% | +$27.5K | 0.61% | 43 |
|
|
2022
Q2 | $2.77M | Sell |
42,817
-2,406
| -5% | -$156K | 0.62% | 45 |
|
|
2022
Q1 | $3.53M | Sell |
45,223
-345
| -0.8% | -$26.9K | 0.75% | 35 |
|
|
2021
Q4 | $3.78M | Buy |
45,568
+1,221
| +3% | +$101K | 0.83% | 32 |
|
|
2021
Q3 | $3.47M | Buy |
44,347
+2,833
| +7% | +$222K | 0.84% | 32 |
|
|
2021
Q2 | $3.29M | Buy |
41,514
+3,582
| +9% | +$284K | 0.83% | 32 |
|
|
2021
Q1 | $2.8M | Buy |
+37,932
| New | +$2.8M | 0.73% | 35 |
|
|
2020
Q2 | $82K | Buy |
1,529
+1,080
| +241% | +$57.9K | 0.03% | 244 |
|
|
2020
Q1 | $19K | Hold |
449
| – | – | 0.01% | 420 |
|
|
2019
Q4 | $27K | Buy |
449
+3
| +0.7% | +$180 | 0.01% | 419 |
|
|
2019
Q3 | $25K | Hold |
446
| – | – | 0.01% | 438 |
|
|
2019
Q2 | $25K | Sell |
446
-497
| -53% | -$27.9K | 0.01% | 438 |
|
|
2019
Q1 | $51K | Buy |
943
+2
| +0.2% | +$108 | 0.02% | 296 |
|
|
2018
Q4 | $44K | Buy |
941
+5
| +0.5% | +$234 | 0.02% | 293 |
|
|
2018
Q3 | $52K | Hold |
936
| – | – | 0.02% | 289 |
|
|
2018
Q2 | $50K | Buy |
936
+4
| +0.4% | +$214 | 0.03% | 288 |
|
|
2018
Q1 | $48K | Hold |
932
| – | – | 0.03% | 278 |
|
|
2017
Q4 | $48K | Buy |
+932
| New | +$48K | 0.03% | 243 |
|