Clarity Capital Partners’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 | $522K | Hold |
5,681
| – | – | 0.19% | 52 |
|
|
2025
Q1 | $483K | Sell |
5,681
-100
| -2% | -$8.51K | 0.19% | 61 |
|
|
2024
Q4 | $511K | Buy |
5,781
+215
| +4% | +$19K | 0.26% | 61 |
|
|
2024
Q3 | $491K | Buy |
5,566
+150
| +3% | +$13.2K | 0.29% | 67 |
|
|
2024
Q2 | $439K | Sell |
5,416
-88
| -2% | -$7.14K | 0.27% | 76 |
|
|
2024
Q1 | $463K | Sell |
5,504
-40
| -0.7% | -$3.36K | 0.3% | 73 |
|
|
2023
Q4 | $431K | Buy |
+5,544
| New | +$431K | 0.3% | 70 |
|