Clear Creek Financial Management’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 | $232K | Hold |
2,518
| – | – | 0.02% | 492 |
|
|
2025
Q1 | $214K | Sell |
2,518
-77
| -3% | -$6.55K | 0.02% | 479 |
|
|
2024
Q4 | $229K | Sell |
2,595
-551
| -18% | -$48.7K | 0.02% | 429 |
|
|
2024
Q3 | $277K | Sell |
3,146
-30
| -0.9% | -$2.64K | 0.03% | 364 |
|
|
2024
Q2 | $258K | Hold |
3,176
| – | – | 0.03% | 365 |
|
|
2024
Q1 | $267K | Sell |
3,176
-8
| -0.3% | -$673 | 0.03% | 349 |
|
|
2023
Q4 | $247K | Sell |
3,184
-674
| -17% | -$52.4K | 0.04% | 285 |
|
|
2023
Q3 | $267K | Buy |
3,858
+57
| +1% | +$3.95K | 0.05% | 248 |
|
|
2023
Q2 | $278K | Sell |
3,801
-984
| -21% | -$71.9K | 0.05% | 258 |
|
|
2023
Q1 | $335K | Sell |
4,785
-1,242
| -21% | -$86.8K | 0.06% | 210 |
|
|
2022
Q4 | $407K | Buy |
6,027
+1,008
| +20% | +$68K | 0.09% | 171 |
|
|
2022
Q3 | $312K | Sell |
5,019
-76
| -1% | -$4.72K | 0.07% | 190 |
|
|
2022
Q2 | $329K | Sell |
5,095
-1,295
| -20% | -$83.6K | 0.07% | 203 |
|
|
2022
Q1 | $499K | Sell |
6,390
-2,262
| -26% | -$177K | 0.08% | 192 |
|
|
2021
Q4 | $718K | Sell |
8,652
-125
| -1% | -$10.4K | 0.11% | 154 |
|
|
2021
Q3 | $687K | Sell |
8,777
-121
| -1% | -$9.47K | 0.11% | 163 |
|
|
2021
Q2 | $705K | Buy |
+8,898
| New | +$705K | 0.11% | 156 |
|
|
2021
Q1 | – | Sell |
-11,326
| Closed | -$776K | – | 156 |
|
|
2020
Q4 | $776K | Sell |
11,326
-100,268
| -90% | -$6.87M | 0.15% | 141 |
|
|
2020
Q3 | $6.4M | Buy |
111,594
+95,700
| +602% | +$5.49M | 0.29% | 47 |
|
|
2020
Q2 | $851K | Buy |
15,894
+3,181
| +25% | +$170K | 0.22% | 77 |
|
|
2020
Q1 | $597K | Sell |
12,713
-4,192
| -25% | -$197K | 0.23% | 62 |
|
|
2019
Q4 | $1.02M | Buy |
16,905
+3,733
| +28% | +$225K | 0.4% | 37 |
|
|
2019
Q3 | $757K | Sell |
13,172
-121
| -0.9% | -$6.95K | 0.37% | 38 |
|
|
2019
Q2 | $742K | Buy |
+13,293
| New | +$742K | 0.32% | 46 |
|