Everhart Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
5,010
| – | – | 0.05% | 232 |
|
|
2025
Q1 | $426K | Buy |
5,010
+1,721
| +52% | +$146K | 0.06% | 232 |
|
|
2024
Q4 | $291K | Hold |
3,289
| – | – | 0.06% | 259 |
|
|
2024
Q3 | $290K | Hold |
3,289
| – | – | 0.06% | 265 |
|
|
2024
Q2 | $267K | Hold |
3,289
| – | – | 0.07% | 238 |
|
|
2024
Q1 | $277K | Sell |
3,289
-774
| -19% | -$65.1K | 0.08% | 224 |
|
|
2023
Q4 | $316K | Buy |
+4,063
| New | +$316K | 0.11% | 171 |
|
|
2023
Q3 | – | Sell |
-3,289
| Closed | -$240K | – | 224 |
|
|
2023
Q2 | $240K | Buy |
3,289
+86
| +3% | +$6.28K | 0.1% | 183 |
|
|
2023
Q1 | $224K | Hold |
3,203
| – | – | 0.1% | 181 |
|
|
2022
Q4 | $216K | Sell |
3,203
-20
| -0.6% | -$1.35K | 0.11% | 163 |
|
|
2022
Q3 | $200K | Buy |
3,223
+20
| +0.6% | +$1.24K | 0.11% | 193 |
|
|
2022
Q2 | $207K | Hold |
3,203
| – | – | 0.13% | 176 |
|
|
2022
Q1 | $250K | Sell |
3,203
-232
| -7% | -$18.1K | 0.14% | 103 |
|
|
2021
Q4 | $285K | Hold |
3,435
| – | – | 0.17% | 93 |
|
|
2021
Q3 | $269K | Buy |
+3,435
| New | +$269K | 0.18% | 89 |
|