Cyndeo Wealth Partners’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 | $871K | Buy |
9,471
+232
| +3% | +$21.3K | 0.05% | 243 |
|
|
2025
Q1 | $786K | Buy |
9,239
+3,396
| +58% | +$289K | 0.05% | 245 |
|
|
2024
Q4 | $517K | Hold |
5,843
| – | – | 0.03% | 294 |
|
|
2024
Q3 | $515K | Hold |
5,843
| – | – | 0.04% | 291 |
|
|
2024
Q2 | $474K | Sell |
5,843
-53
| -0.9% | -$4.3K | 0.04% | 289 |
|
|
2024
Q1 | $496K | Sell |
5,896
-39
| -0.7% | -$3.28K | 0.04% | 262 |
|
|
2023
Q4 | $461K | Buy |
5,935
+1,863
| +46% | +$145K | 0.04% | 259 |
|
|
2023
Q3 | $282K | Sell |
4,072
-52
| -1% | -$3.6K | 0.03% | 285 |
|
|
2023
Q2 | $301K | Sell |
4,124
-321
| -7% | -$23.4K | 0.03% | 268 |
|
|
2023
Q1 | $311K | Buy |
4,445
+507
| +13% | +$35.4K | 0.03% | 259 |
|
|
2022
Q4 | $266K | Buy |
+3,938
| New | +$266K | 0.03% | 269 |
|