Eclectic Associates’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 | $350K | Hold |
3,811
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $324K | Sell |
3,811
-523
| -12% | -$44.5K | 0.09% | 97 |
|
|
2024
Q4 | $383K | Buy |
4,334
+1,334
| +44% | +$118K | 0.11% | 91 |
|
|
2024
Q3 | $264K | Hold |
3,000
| – | – | 0.1% | 90 |
|
|
2024
Q2 | $243K | Hold |
3,000
| – | – | 0.11% | 83 |
|
|
2024
Q1 | $252K | Hold |
3,000
| – | – | 0.12% | 82 |
|
|
2023
Q4 | $233K | Hold |
3,000
| – | – | 0.11% | 81 |
|
|
2023
Q3 | $208K | Hold |
3,000
| – | – | 0.11% | 78 |
|
|
2023
Q2 | $219K | Hold |
3,000
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $210K | Hold |
3,000
| – | – | 0.11% | 78 |
|
|
2022
Q4 | $202K | Buy |
+3,000
| New | +$202K | 0.1% | 78 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$234K | – | 72 |
|
|
2022
Q1 | $234K | Hold |
3,000
| – | – | 0.15% | 64 |
|
|
2021
Q4 | $249K | Hold |
3,000
| – | – | 0.16% | 67 |
|
|
2021
Q3 | $235K | Hold |
3,000
| – | – | 0.17% | 60 |
|
|
2021
Q2 | $238K | Hold |
3,000
| – | – | 0.18% | 57 |
|
|
2021
Q1 | $222K | Hold |
3,000
| – | – | 0.18% | 57 |
|
|
2020
Q4 | $206K | Buy |
+3,000
| New | +$206K | 0.2% | 56 |
|