Concurrent Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
17,341
+614
| +4% | +$56.5K | 0.03% | 483 |
|
|
2025
Q1 | $1.42M | Buy |
16,727
+5,852
| +54% | +$498K | 0.03% | 443 |
|
|
2024
Q4 | $961K | Buy |
10,875
+65
| +0.6% | +$5.75K | 0.03% | 491 |
|
|
2024
Q3 | $953K | Sell |
10,810
-614
| -5% | -$54.1K | 0.03% | 474 |
|
|
2024
Q2 | $926K | Buy |
11,424
+947
| +9% | +$76.8K | 0.03% | 442 |
|
|
2024
Q1 | $881K | Sell |
10,477
-136
| -1% | -$11.4K | 0.04% | 394 |
|
|
2023
Q4 | $825K | Buy |
+10,613
| New | +$825K | 0.04% | 367 |
|