Enzi Wealth’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 | $260K | Hold |
2,795
| – | – | 0.1% | 60 |
|
|
2025
Q1 | $233K | Hold |
2,795
| – | – | 0.09% | 59 |
|
|
2024
Q4 | $258K | Hold |
2,795
| – | – | 0.1% | 59 |
|
|
2024
Q3 | $250K | Hold |
2,795
| – | – | 0.1% | 58 |
|
|
2024
Q2 | $226K | Sell |
2,795
-760
| -21% | -$61.3K | 0.1% | 59 |
|
|
2024
Q1 | $283K | Sell |
3,555
-36
| -1% | -$2.87K | 0.13% | 47 |
|
|
2023
Q4 | $279K | Sell |
3,591
-2,027
| -36% | -$157K | 0.13% | 47 |
|
|
2023
Q3 | $384K | Sell |
5,618
-510
| -8% | -$34.9K | 0.2% | 37 |
|
|
2023
Q2 | $461K | Sell |
6,128
-2,508
| -29% | -$189K | 0.23% | 35 |
|
|
2023
Q1 | $605K | Sell |
8,636
-6,780
| -44% | -$475K | 0.31% | 34 |
|
|
2022
Q4 | $1.1M | Sell |
15,416
-3,834
| -20% | -$274K | 0.53% | 31 |
|
|
2022
Q3 | $1.36M | Buy |
+19,250
| New | +$1.36M | 0.67% | 26 |
|