Crewe Advisors’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 | $326K | Buy |
3,549
+285
| +9% | +$26.2K | 0.05% | 113 |
|
|
2025
Q1 | $278K | Buy |
3,264
+104
| +3% | +$8.85K | 0.04% | 117 |
|
|
2024
Q4 | $279K | Hold |
3,160
| – | – | 0.04% | 119 |
|
|
2024
Q3 | $279K | Buy |
+3,160
| New | +$279K | 0.03% | 122 |
|
|
2023
Q2 | – | Sell |
-123
| Closed | -$8.6K | – | 952 |
|
|
2023
Q1 | $8.6K | Buy |
123
+105
| +583% | +$7.34K | ﹤0.01% | 577 |
|
|
2022
Q4 | $1.21K | Hold |
18
| – | – | ﹤0.01% | 900 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 460 |
|
|
2019
Q3 | – | Sell |
-3,976
| Closed | -$222K | – | 269 |
|
|
2019
Q2 | $222K | Hold |
3,976
| – | – | 0.07% | 81 |
|
|
2019
Q1 | $215K | Hold |
3,976
| – | – | 0.07% | 57 |
|
|
2018
Q4 | $185K | Hold |
3,976
| – | – | 0.06% | 59 |
|
|
2018
Q3 | $219K | Hold |
3,976
| – | – | 0.19% | 52 |
|
|
2018
Q2 | $211K | Hold |
3,976
| – | – | 0.2% | 51 |
|
|
2018
Q1 | $205K | Hold |
3,976
| – | – | 0.2% | 49 |
|
|
2017
Q4 | $207K | Buy |
+3,976
| New | +$207K | 0.2% | 50 |
|