Checchi Capital Advisers’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 | $409K | Sell |
4,444
-312
| -7% | -$28.7K | 0.02% | 378 |
|
|
2025
Q1 | $405K | Buy |
4,756
+320
| +7% | +$27.2K | 0.02% | 376 |
|
|
2024
Q4 | $392K | Hold |
4,436
| – | – | 0.02% | 374 |
|
|
2024
Q3 | $391K | Hold |
4,436
| – | – | 0.02% | 379 |
|
|
2024
Q2 | $360K | Hold |
4,436
| – | – | 0.02% | 391 |
|
|
2024
Q1 | $373K | Hold |
4,436
| – | – | 0.03% | 396 |
|
|
2023
Q4 | $345K | Hold |
4,436
| – | – | 0.03% | 392 |
|
|
2023
Q3 | $307K | Hold |
4,436
| – | – | 0.03% | 396 |
|
|
2023
Q2 | $324K | Sell |
4,436
-677
| -13% | -$49.4K | 0.03% | 404 |
|
|
2023
Q1 | $358K | Buy |
5,113
+1,250
| +32% | +$87.4K | 0.03% | 362 |
|
|
2022
Q4 | $261K | Hold |
3,863
| – | – | 0.03% | 441 |
|
|
2022
Q3 | $240K | Hold |
3,863
| – | – | 0.02% | 449 |
|
|
2022
Q2 | $274K | Buy |
+3,863
| New | +$274K | 0.02% | 444 |
|