Evoke 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 | $5.38M | Sell |
58,531
-21,951
| -27% | -$2.02M | 0.12% | 74 |
|
|
2025
Q1 | $6.85M | Sell |
80,482
-7,237
| -8% | -$616K | 0.18% | 57 |
|
|
2024
Q4 | $7.75M | Buy |
87,719
+107
| +0.1% | +$9.46K | 0.22% | 54 |
|
|
2024
Q3 | $7.72M | Buy |
87,612
+85,115
| +3,409% | +$7.5M | 0.21% | 55 |
|
|
2024
Q2 | $202K | Sell |
2,497
-86,134
| -97% | -$6.98M | 0.24% | 83 |
|
|
2024
Q1 | $7.45M | Buy |
88,631
+82,231
| +1,285% | +$6.91M | 0.22% | 55 |
|
|
2023
Q4 | $497K | Sell |
6,400
-85,357
| -93% | -$6.63M | 0.81% | 28 |
|
|
2023
Q3 | $6.38M | Sell |
91,757
-2,045
| -2% | -$142K | 0.22% | 52 |
|
|
2023
Q2 | $6.85M | Sell |
93,802
-1,687
| -2% | -$123K | 0.24% | 49 |
|
|
2023
Q1 | $6.68M | Sell |
95,489
-53,579
| -36% | -$3.75M | 0.24% | 45 |
|
|
2022
Q4 | $10.1M | Buy |
149,068
+131,608
| +754% | +$8.88M | 0.36% | 37 |
|
|
2022
Q3 | $1.09M | Hold |
17,460
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $1.13M | Hold |
17,460
| – | – | 0.04% | 152 |
|
|
2022
Q1 | $1.36M | Hold |
17,460
| – | – | 0.04% | 146 |
|
|
2021
Q4 | $1.45M | Hold |
17,460
| – | – | 0.05% | 143 |
|
|
2021
Q3 | $1.37M | Hold |
17,460
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $1.38M | Hold |
17,460
| – | – | 0.05% | 146 |
|
|
2021
Q1 | $1.29M | Hold |
17,460
| – | – | 0.06% | 135 |
|
|
2020
Q4 | $1.2M | Hold |
17,460
| – | – | 0.08% | 80 |
|
|
2020
Q3 | $1M | Hold |
17,460
| – | – | 0.08% | 88 |
|
|
2020
Q2 | $936K | Hold |
17,460
| – | – | 0.09% | 67 |
|
|
2020
Q1 | $754K | Buy |
+17,460
| New | +$754K | 0.11% | 65 |
|
|
2019
Q4 | – | Sell |
-22,165
| Closed | -$1.24M | – | 1353 |
|
|
2019
Q3 | $1.24M | Buy |
+22,165
| New | +$1.24M | 0.15% | 74 |
|