Dunhill Financial’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 | $220K | Buy |
2,390
+67
| +3% | +$6.16K | 0.06% | 116 |
|
|
2025
Q1 | $198K | Hold |
2,323
| – | – | 0.09% | 100 |
|
|
2024
Q4 | $205K | Hold |
2,323
| – | – | 0.1% | 88 |
|
|
2024
Q3 | $205K | Buy |
2,323
+1,257
| +118% | +$111K | 0.11% | 81 |
|
|
2024
Q2 | $86.4K | Buy |
1,066
+1
| +0.1% | +$81 | 0.05% | 112 |
|
|
2024
Q1 | $88.9K | Buy |
1,065
+1
| +0.1% | +$84 | 0.07% | 83 |
|
|
2023
Q4 | $82.7K | Buy |
+1,064
| New | +$82.7K | 0.08% | 77 |
|