Diversified Portfolios Inc’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 | $290K | Hold |
3,150
| – | – | 0.03% | 141 |
|
|
2025
Q1 | $268K | Sell |
3,150
-800
| -20% | -$68.1K | 0.03% | 129 |
|
|
2024
Q4 | $349K | Sell |
3,950
-70
| -2% | -$6.19K | 0.04% | 121 |
|
|
2024
Q3 | $354K | Sell |
4,020
-900
| -18% | -$79.3K | 0.04% | 117 |
|
|
2024
Q2 | $399K | Sell |
4,920
-100
| -2% | -$8.11K | 0.05% | 108 |
|
|
2024
Q1 | $422K | Sell |
5,020
-450
| -8% | -$37.8K | 0.06% | 101 |
|
|
2023
Q4 | $425K | Hold |
5,470
| – | – | 0.07% | 97 |
|
|
2023
Q3 | $379K | Hold |
5,470
| – | – | 0.07% | 92 |
|
|
2023
Q2 | $399K | Sell |
5,470
-400
| -7% | -$29.2K | 0.08% | 97 |
|
|
2023
Q1 | $410K | Buy |
+5,870
| New | +$410K | 0.09% | 99 |
|