CreativeOne Wealth’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 | $1.16M | Buy |
12,635
+1,842
| +17% | +$169K | 0.03% | 488 |
|
|
2025
Q1 | $918K | Buy |
10,793
+552
| +5% | +$47K | 0.03% | 506 |
|
|
2024
Q4 | $905K | Buy |
10,241
+845
| +9% | +$74.7K | 0.03% | 501 |
|
|
2024
Q3 | $828K | Buy |
9,396
+5,832
| +164% | +$514K | 0.03% | 491 |
|
|
2024
Q2 | $289K | Buy |
+3,564
| New | +$289K | 0.01% | 631 |
|
|
2023
Q2 | – | Sell |
-3,865
| Closed | -$270K | – | 863 |
|
|
2023
Q1 | $270K | Buy |
3,865
+40
| +1% | +$2.79K | 0.01% | 666 |
|
|
2022
Q4 | $258K | Sell |
3,825
-135
| -3% | -$9.11K | 0.01% | 624 |
|
|
2022
Q3 | $246K | Sell |
3,960
-196
| -5% | -$12.2K | 0.01% | 611 |
|
|
2022
Q2 | $269K | Buy |
+4,156
| New | +$269K | 0.01% | 591 |
|