Clayton Financial Group’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 | – | Sell |
-4,025
| Closed | -$342K | – | 69 |
|
|
2025
Q1 | $342K | Sell |
4,025
-11
| -0.3% | -$936 | 0.13% | 84 |
|
|
2024
Q4 | $357K | Buy |
4,036
+11
| +0.3% | +$972 | 0.13% | 84 |
|
|
2024
Q3 | $355K | Buy |
4,025
+306
| +8% | +$27K | 0.13% | 85 |
|
|
2024
Q2 | $313K | Buy |
3,719
+999
| +37% | +$84K | 0.14% | 77 |
|
|
2024
Q1 | $229K | Buy |
+2,720
| New | +$229K | 0.1% | 93 |
|