Cornerstone Wealth 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 | $6.46M | Sell |
70,233
-2,650
| -4% | -$244K | 0.48% | 56 |
|
|
2025
Q1 | $6.2M | Sell |
72,883
-5,365
| -7% | -$456K | 0.51% | 56 |
|
|
2024
Q4 | $6.92M | Buy |
78,248
+2,098
| +3% | +$185K | 0.56% | 43 |
|
|
2024
Q3 | $6.71M | Sell |
76,150
-1,033
| -1% | -$91K | 0.56% | 47 |
|
|
2024
Q2 | $6.26M | Buy |
77,183
+1,481
| +2% | +$120K | 0.56% | 45 |
|
|
2024
Q1 | $6.37M | Buy |
+75,702
| New | +$6.37M | 0.59% | 47 |
|