Creative Capital Management Investments’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 | $218K | Hold |
2,368
| – | – | 0.08% | 46 |
|
|
2025
Q1 | $201K | Hold |
2,368
| – | – | 0.08% | 49 |
|
|
2024
Q4 | $209K | Hold |
2,368
| – | – | 0.09% | 48 |
|
|
2024
Q3 | $209K | Buy |
2,368
+1,168
| +97% | +$103K | 0.09% | 47 |
|
|
2024
Q2 | $97.3K | Hold |
1,200
| – | – | 0.05% | 62 |
|
|
2024
Q1 | $101K | Hold |
1,200
| – | – | 0.05% | 63 |
|
|
2023
Q4 | $93.3K | Hold |
1,200
| – | – | 0.05% | 60 |
|
|
2023
Q3 | $83.1K | Hold |
1,200
| – | – | 0.06% | 66 |
|
|
2023
Q2 | $87.6K | Hold |
1,200
| – | – | 0.06% | 64 |
|
|
2023
Q1 | $83.9K | Buy |
+1,200
| New | +$83.9K | 0.06% | 78 |
|