Dover Advisors’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 | $2.62M | Buy |
28,534
+473
| +2% | +$43.5K | 1.16% | 19 |
|
|
2025
Q1 | $2.39M | Buy |
28,061
+886
| +3% | +$75.4K | 1.04% | 28 |
|
|
2024
Q4 | $2.4M | Buy |
27,175
+1,055
| +4% | +$93.3K | 1.38% | 17 |
|
|
2024
Q3 | $2.3M | Buy |
26,120
+1,428
| +6% | +$126K | 1.31% | 17 |
|
|
2024
Q2 | $2M | Buy |
24,692
+8,299
| +51% | +$673K | 1.24% | 21 |
|
|
2024
Q1 | $1.38M | Buy |
16,393
+12,767
| +352% | +$1.07M | 0.94% | 32 |
|
|
2023
Q4 | $282K | Sell |
3,626
-2,575
| -42% | -$200K | 0.37% | 71 |
|
|
2023
Q3 | $431K | Buy |
6,201
+101
| +2% | +$7.03K | 0.44% | 68 |
|
|
2023
Q2 | $445K | Sell |
6,100
-951
| -13% | -$69.5K | 0.4% | 71 |
|
|
2023
Q1 | $493K | Buy |
7,051
+2,128
| +43% | +$149K | 0.47% | 62 |
|
|
2022
Q4 | $332K | Buy |
+4,923
| New | +$332K | 0.36% | 76 |
|