Edge Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $444K | Buy |
5,024
+157
| +3% | +$13.9K | 0.02% | 220 |
|
|
2024
Q3 | $429K | Sell |
4,867
-277
| -5% | -$24.4K | 0.02% | 225 |
|
|
2024
Q2 | $417K | Hold |
5,144
| – | – | 0.02% | 223 |
|
|
2024
Q1 | $433K | Buy |
5,144
+739
| +17% | +$62.1K | 0.02% | 219 |
|
|
2023
Q4 | $342K | Buy |
+4,405
| New | +$342K | 0.02% | 235 |
|
|
2022
Q2 | – | Sell |
-6,952
| Closed | -$543K | – | 361 |
|
|
2022
Q1 | $543K | Sell |
6,952
-32,289
| -82% | -$2.52M | 0.04% | 191 |
|
|
2021
Q4 | $3.26M | Buy |
+39,241
| New | +$3.26M | 0.23% | 85 |
|