Evermay 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
Q2 | $348K | Hold |
3,784
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $322K | Hold |
3,784
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $335K | Hold |
3,784
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $334K | Hold |
3,784
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $307K | Hold |
3,784
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $318K | Hold |
3,784
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $294K | Hold |
3,784
| – | – | 0.05% | 147 |
|
|
2023
Q3 | $263K | Hold |
3,784
| – | – | 0.05% | 147 |
|
|
2023
Q2 | $276K | Hold |
3,784
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $265K | Sell |
3,784
-277
| -7% | -$19.4K | 0.05% | 146 |
|
|
2022
Q4 | $274K | Buy |
4,061
+2
| +0% | +$135 | 0.06% | 142 |
|
|
2022
Q3 | $252K | Sell |
4,059
-300
| -7% | -$18.6K | 0.05% | 144 |
|
|
2022
Q2 | $282K | Hold |
4,359
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $340K | Buy |
4,359
+176
| +4% | +$13.7K | 0.06% | 144 |
|
|
2021
Q4 | $347K | Sell |
4,183
-460
| -10% | -$38.2K | 0.06% | 127 |
|
|
2021
Q3 | $363K | Hold |
4,643
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $368K | Hold |
4,643
| – | – | 0.07% | 124 |
|
|
2021
Q1 | $343K | Buy |
4,643
+12
| +0.3% | +$886 | 0.07% | 127 |
|
|
2020
Q4 | $317K | Buy |
4,631
+87
| +2% | +$5.96K | 0.07% | 129 |
|
|
2020
Q3 | $261K | Hold |
4,544
| – | – | 0.06% | 131 |
|
|
2020
Q2 | $244K | Sell |
4,544
-1,900
| -29% | -$102K | 0.06% | 131 |
|
|
2020
Q1 | $278K | Hold |
6,444
| – | – | 0.08% | 111 |
|
|
2019
Q4 | $384K | Hold |
6,444
| – | – | 0.09% | 104 |
|
|
2019
Q3 | $361K | Buy |
+6,444
| New | +$361K | 0.1% | 99 |
|