DiNuzzo Private Wealth’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 | $214K | Hold |
2,325
| – | – | 0.03% | 71 |
|
2025
Q1 | $198K | Hold |
2,325
| – | – | 0.02% | 72 |
|
2024
Q4 | $206K | Hold |
2,325
| – | – | 0.03% | 71 |
|
2024
Q3 | $205K | Hold |
2,325
| – | – | 0.03% | 71 |
|
2024
Q2 | $189K | Hold |
2,325
| – | – | 0.03% | 51 |
|
2024
Q1 | $196K | Hold |
2,325
| – | – | 0.03% | 49 |
|
2023
Q4 | $181K | Buy |
+2,325
| New | +$181K | 0.03% | 48 |
|