Evernest Financial Advisors’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 | $2.16M | Buy |
23,507
+7,595
| +48% | +$699K | 0.7% | 30 |
|
|
2025
Q1 | $1.35M | Hold |
15,912
| – | – | 0.49% | 41 |
|
|
2024
Q4 | $1.41M | Sell |
15,912
-35
| -0.2% | -$3.09K | 0.36% | 49 |
|
|
2024
Q3 | $1.41M | Hold |
15,947
| – | – | 0.38% | 42 |
|
|
2024
Q2 | $1.29M | Hold |
15,947
| – | – | 0.58% | 36 |
|
|
2024
Q1 | $1.25M | Buy |
15,947
+7,595
| +91% | +$597K | 0.59% | 34 |
|
|
2023
Q4 | $649K | Buy |
+8,352
| New | +$649K | 0.33% | 70 |
|
|
2021
Q4 | $658K | Buy |
+8,352
| New | +$658K | 0.34% | 66 |
|