Csenge Advisory 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 | $1.56M | Buy |
17,483
+9,281
| +113% | +$826K | 0.08% | 197 |
|
|
2025
Q1 | $660K | Buy |
+8,202
| New | +$660K | 0.04% | 331 |
|
|
2024
Q3 | – | Sell |
-13,376
| Closed | -$1.08M | – | 734 |
|
|
2024
Q2 | $1.08M | Buy |
+13,376
| New | +$1.08M | 0.06% | 232 |
|
|
2022
Q1 | – | Sell |
-2,817
| Closed | -$225K | – | 661 |
|
|
2021
Q4 | $225K | Buy |
+2,817
| New | +$225K | 0.02% | 502 |
|
|
2021
Q3 | – | Sell |
-2,817
| Closed | -$225K | – | 588 |
|
|
2021
Q2 | $225K | Buy |
+2,817
| New | +$225K | 0.02% | 505 |
|
|
2018
Q4 | – | Sell |
-304
| Closed | -$3K | – | 822 |
|
|
2018
Q3 | $3K | Buy |
+304
| New | +$3K | ﹤0.01% | 692 |
|