Financial Advocates Investment 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 | $359K | Sell |
3,903
-1,912
| -33% | -$176K | 0.03% | 450 |
|
|
2025
Q1 | $495K | Sell |
5,815
-230
| -4% | -$19.6K | 0.03% | 422 |
|
|
2024
Q4 | $534K | Buy |
6,045
+121
| +2% | +$10.7K | 0.03% | 430 |
|
|
2024
Q3 | $522K | Buy |
5,924
+298
| +5% | +$26.3K | 0.03% | 447 |
|
|
2024
Q2 | $456K | Buy |
5,626
+379
| +7% | +$30.7K | 0.03% | 453 |
|
|
2024
Q1 | $441K | Buy |
5,247
+451
| +9% | +$37.9K | 0.03% | 479 |
|
|
2023
Q4 | $373K | Buy |
4,796
+70
| +1% | +$5.44K | 0.02% | 493 |
|
|
2023
Q3 | $327K | Sell |
4,726
-796
| -14% | -$55.1K | 0.02% | 497 |
|
|
2023
Q2 | $403K | Sell |
5,522
-1,133
| -17% | -$82.7K | 0.03% | 446 |
|
|
2023
Q1 | $465K | Buy |
6,655
+549
| +9% | +$38.4K | 0.03% | 437 |
|
|
2022
Q4 | $412K | Buy |
6,106
+323
| +6% | +$21.8K | 0.03% | 481 |
|
|
2022
Q3 | $359K | Buy |
5,783
+10
| +0.2% | +$621 | 0.03% | 498 |
|
|
2022
Q2 | $373K | Sell |
5,773
-369
| -6% | -$23.8K | 0.03% | 464 |
|
|
2022
Q1 | $480K | Sell |
6,142
-355
| -5% | -$27.7K | 0.03% | 449 |
|
|
2021
Q4 | $539K | Sell |
6,497
-1,171
| -15% | -$97.1K | 0.03% | 463 |
|
|
2021
Q3 | $608K | Buy |
7,668
+1,393
| +22% | +$110K | 0.04% | 436 |
|
|
2021
Q2 | $497K | Buy |
6,275
+423
| +7% | +$33.5K | 0.03% | 468 |
|
|
2021
Q1 | $433K | Buy |
5,852
+843
| +17% | +$62.4K | 0.03% | 500 |
|
|
2020
Q4 | $343K | Buy |
5,009
+450
| +10% | +$30.8K | 0.02% | 532 |
|
|
2020
Q3 | $262K | Sell |
4,559
-1,893
| -29% | -$109K | 0.02% | 498 |
|
|
2020
Q2 | $346K | Buy |
+6,452
| New | +$346K | 0.03% | 419 |
|
|
2020
Q1 | – | Sell |
-4,708
| Closed | -$281K | – | 510 |
|
|
2019
Q4 | $281K | Sell |
4,708
-115
| -2% | -$6.86K | 0.03% | 406 |
|
|
2019
Q3 | $270K | Buy |
4,823
+53
| +1% | +$2.97K | 0.03% | 397 |
|
|
2019
Q2 | $266K | Hold |
4,770
| – | – | 0.03% | 384 |
|
|
2019
Q1 | $257K | Sell |
4,770
-204
| -4% | -$11K | 0.03% | 389 |
|
|
2018
Q4 | $231K | Buy |
4,974
+350
| +8% | +$16.3K | 0.03% | 386 |
|
|
2018
Q3 | $255K | Sell |
4,624
-236
| -5% | -$13K | 0.03% | 428 |
|
|
2018
Q2 | $258K | Hold |
4,860
| – | – | 0.03% | 405 |
|
|
2018
Q1 | $251K | Buy |
4,860
+92
| +2% | +$4.75K | 0.03% | 403 |
|
|
2017
Q4 | $248K | Buy |
+4,768
| New | +$248K | 0.03% | 402 |
|