Fairman 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 | $257K | Buy |
2,798
+130
| +5% | +$12K | 0.21% | 44 |
|
|
2025
Q1 | $236K | Buy |
2,668
+3
| +0.1% | +$265 | 0.22% | 50 |
|
|
2024
Q4 | $236K | Sell |
2,665
-534
| -17% | -$47.2K | 0.19% | 52 |
|
|
2024
Q3 | $282K | Sell |
3,199
-676
| -17% | -$59.6K | 0.25% | 50 |
|
|
2024
Q2 | $314K | Buy |
3,875
+4
| +0.1% | +$324 | 0.32% | 36 |
|
|
2024
Q1 | $326K | Buy |
3,871
+3
| +0.1% | +$252 | 0.31% | 33 |
|
|
2023
Q4 | $301K | Buy |
+3,868
| New | +$301K | 0.29% | 33 |
|