CAMG
CWA Asset Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $669K | Buy |
7,279
+4,305
| +145% | +$396K | 0.03% | 408 |
|
2025
Q1 | $253K | Hold |
2,974
| – | – | 0.01% | 544 |
|
2024
Q4 | $263K | Hold |
2,974
| – | – | 0.01% | 500 |
|
2024
Q3 | $262K | Buy |
+2,974
| New | +$262K | 0.01% | 505 |
|
2024
Q1 | $228K | Buy |
+2,714
| New | +$228K | 0.01% | 485 |
|
2022
Q1 | – | Sell |
-2,517
| Closed | -$209K | – | 308 |
|
2021
Q4 | $209K | Buy |
+2,517
| New | +$209K | 0.02% | 285 |
|
2021
Q3 | – | Sell |
-4,188
| Closed | -$334K | – | 287 |
|
2021
Q2 | $334K | Sell |
4,188
-76
| -2% | -$6.06K | 0.03% | 210 |
|
2021
Q1 | $315K | Buy |
+4,264
| New | +$315K | 0.03% | 204 |
|