Facet Wealth Inc’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 | $468K | Buy |
4,996
+2,137
| +75% | +$200K | 0.01% | 99 |
|
|
2025
Q1 | $245K | Buy |
2,859
+348
| +14% | +$29.8K | 0.01% | 122 |
|
|
2024
Q4 | $231K | Sell |
2,511
-259
| -9% | -$23.9K | 0.01% | 129 |
|
|
2024
Q3 | $243K | Buy |
2,770
+283
| +11% | +$24.8K | 0.01% | 124 |
|
|
2024
Q2 | $210K | Sell |
2,487
-45
| -2% | -$3.81K | 0.01% | 137 |
|
|
2024
Q1 | $207K | Sell |
2,532
-1,176
| -32% | -$96.1K | 0.01% | 118 |
|
|
2023
Q4 | $287K | Buy |
3,708
+265
| +8% | +$20.5K | 0.01% | 90 |
|
|
2023
Q3 | $227K | Buy |
3,443
+28
| +0.8% | +$1.84K | 0.01% | 87 |
|
|
2023
Q2 | $255K | Buy |
+3,415
| New | +$255K | 0.01% | 82 |
|