Congress Wealth 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 | $3.24M | Buy |
35,178
+1,935
| +6% | +$178K | 0.03% | 473 |
|
|
2025
Q1 | $2.83M | Buy |
33,243
+23,390
| +237% | +$1.99M | 0.03% | 428 |
|
|
2024
Q4 | $871K | Hold |
9,853
| – | – | 0.01% | 540 |
|
|
2024
Q3 | $868K | Buy |
9,853
+5,460
| +124% | +$481K | 0.01% | 538 |
|
|
2024
Q2 | $356K | Buy |
4,393
+589
| +15% | +$47.8K | 0.01% | 582 |
|
|
2024
Q1 | $320K | Sell |
3,804
-702
| -16% | -$59K | 0.01% | 501 |
|
|
2023
Q4 | $350K | Buy |
4,506
+702
| +18% | +$54.6K | 0.01% | 509 |
|
|
2023
Q3 | $263K | Hold |
3,804
| – | – | 0.01% | 541 |
|
|
2023
Q2 | $278K | Hold |
3,804
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $266K | Hold |
3,804
| – | – | 0.01% | 500 |
|
|
2022
Q4 | $257K | Buy |
3,804
+126
| +3% | +$8.5K | 0.01% | 506 |
|
|
2022
Q3 | $229K | Hold |
3,678
| – | – | 0.01% | 507 |
|
|
2022
Q2 | $238K | Hold |
3,678
| – | – | 0.01% | 513 |
|
|
2022
Q1 | $287K | Hold |
3,678
| – | – | 0.01% | 521 |
|
|
2021
Q4 | $306K | Buy |
+3,678
| New | +$306K | 0.01% | 530 |
|