Christensen King & Associates Investment Services’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 | $425K | Buy |
4,619
+2
| +0% | +$184 | 0.19% | 63 |
|
|
2025
Q1 | $403K | Sell |
4,617
-311
| -6% | -$27.1K | 0.19% | 67 |
|
|
2024
Q4 | $443K | Buy |
4,928
+2
| +0% | +$180 | 0.21% | 60 |
|
|
2024
Q3 | $434K | Sell |
4,926
-7
| -0.1% | -$617 | 0.2% | 62 |
|
|
2024
Q2 | $400K | Buy |
4,933
+81
| +2% | +$6.57K | 0.2% | 66 |
|
|
2024
Q1 | $408K | Sell |
4,852
-131
| -3% | -$11K | 0.2% | 64 |
|
|
2023
Q4 | $387K | Buy |
+4,983
| New | +$387K | 0.21% | 66 |
|