DAS
Diversify Advisory Services’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 | $1.19M | Buy |
12,674
+9,227
| +268% | +$867K | 0.05% | 293 |
|
|
2025
Q1 | $290K | Sell |
3,447
-969
| -22% | -$81.6K | 0.02% | 506 |
|
|
2024
Q4 | $387K | Buy |
+4,416
| New | +$387K | 0.02% | 421 |
|
|
2024
Q3 | – | Sell |
-2,663
| Closed | -$215K | – | 655 |
|
|
2024
Q2 | $215K | Sell |
2,663
-265,940
| -99% | -$21.4M | 0.01% | 594 |
|
|
2024
Q1 | $22.4M | Buy |
+268,603
| New | +$22.4M | 1.32% | 14 |
|