Cetera Trust Company’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 | $131K | Buy |
1,425
+675
| +90% | +$62.1K | 0.08% | 190 |
|
|
2025
Q1 | $63.8K | Hold |
750
| – | – | 0.04% | 215 |
|
|
2024
Q4 | $66.3K | Hold |
750
| – | – | 0.04% | 211 |
|
|
2024
Q3 | $66.1K | Hold |
750
| – | – | 0.04% | 221 |
|
|
2024
Q2 | $60.8K | Hold |
750
| – | – | 0.04% | 219 |
|
|
2024
Q1 | $63.1K | Sell |
750
-150
| -17% | -$12.6K | 0.04% | 219 |
|
|
2023
Q4 | $70K | Buy |
+900
| New | +$70K | 0.04% | 215 |
|