EPG Wealth Management’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
Q1 | – | Sell |
-151
| Closed | -$13.3K | – | 419 |
|
|
2024
Q4 | $13.3K | Buy |
+151
| New | +$13.3K | ﹤0.01% | 361 |
|
|
2024
Q1 | – | Sell |
-117
| Closed | -$9.08K | – | 449 |
|
|
2023
Q4 | $9.08K | Sell |
117
-3
| -3% | -$233 | ﹤0.01% | 377 |
|
|
2023
Q3 | $8.31K | Hold |
120
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $8.76K | Hold |
120
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $8.39K | Hold |
120
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $8.09K | Hold |
120
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 348 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$9K | – | 310 |
|
|
2022
Q1 | $9K | Hold |
120
| – | – | ﹤0.01% | 357 |
|
|
2021
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 359 |
|
|
2021
Q3 | $9K | Buy |
+120
| New | +$9K | ﹤0.01% | 336 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$5K | – | 464 |
|
|
2020
Q1 | $5K | Sell |
116
-203
| -64% | -$8.75K | ﹤0.01% | 592 |
|
|
2019
Q4 | $19K | Buy |
+319
| New | +$19K | 0.01% | 360 |
|