DBK Financial Counsel’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 | $470K | Hold |
5,105
| – | – | 0.42% | 44 |
|
|
2025
Q1 | $434K | Sell |
5,105
-1,000
| -16% | -$85.1K | 0.44% | 40 |
|
|
2024
Q4 | $540K | Hold |
6,105
| – | – | 0.54% | 37 |
|
|
2024
Q3 | $538K | Hold |
6,105
| – | – | 0.54% | 37 |
|
|
2024
Q2 | $495K | Hold |
6,105
| – | – | 0.54% | 38 |
|
|
2024
Q1 | $513K | Sell |
6,105
-2,000
| -25% | -$168K | 0.54% | 36 |
|
|
2023
Q4 | $630K | Hold |
8,105
| – | – | 0.72% | 29 |
|
|
2023
Q3 | $561K | Hold |
8,105
| – | – | 0.74% | 30 |
|
|
2023
Q2 | $592K | Hold |
8,105
| – | – | 0.8% | 26 |
|
|
2023
Q1 | $567K | Sell |
8,105
-3,150
| -28% | -$220K | 0.79% | 26 |
|
|
2022
Q4 | $759K | Hold |
11,255
| – | – | 1.21% | 24 |
|
|
2022
Q3 | $699K | Sell |
11,255
-2,232
| -17% | -$139K | 1.21% | 21 |
|
|
2022
Q2 | $872K | Buy |
13,487
+2,232
| +20% | +$144K | 1.41% | 20 |
|
|
2022
Q1 | $878K | Sell |
11,255
-2,996
| -21% | -$234K | 1.3% | 19 |
|
|
2021
Q4 | $1.18M | Buy |
+14,251
| New | +$1.18M | 1.69% | 16 |
|