Crestwood Advisors 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 | $472K | Buy |
5,129
+1,923
| +60% | +$177K | 0.01% | 354 |
|
|
2025
Q1 | $273K | Buy |
+3,206
| New | +$273K | 0.01% | 441 |
|
|
2024
Q2 | – | Sell |
-2,425
| Closed | -$204K | – | 437 |
|
|
2024
Q1 | $204K | Buy |
+2,425
| New | +$204K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-9,558
| Closed | -$570K | – | 242 |
|
|
2019
Q4 | $570K | Hold |
9,558
| – | – | 0.02% | 168 |
|
|
2019
Q3 | $535K | Sell |
9,558
-85
| -0.9% | -$4.76K | 0.02% | 162 |
|
|
2019
Q2 | $539K | Hold |
9,643
| – | – | 0.02% | 159 |
|
|
2019
Q1 | $520K | Buy |
+9,643
| New | +$520K | 0.04% | 109 |
|
|
2017
Q2 | – | Sell |
-576
| Closed | -$27K | – | 298 |
|
|
2017
Q1 | $27K | Buy |
+576
| New | +$27K | ﹤0.01% | 333 |
|