Financial Alternatives’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 | $351K | Hold |
3,814
| – | – | 0.23% | 58 |
|
|
2025
Q1 | $324K | Hold |
3,814
| – | – | 0.23% | 55 |
|
|
2024
Q4 | $337K | Hold |
3,814
| – | – | 0.24% | 58 |
|
|
2024
Q3 | $336K | Hold |
3,814
| – | – | 0.24% | 61 |
|
|
2024
Q2 | $309K | Hold |
3,814
| – | – | 0.23% | 63 |
|
|
2024
Q1 | $321K | Hold |
3,814
| – | – | 0.25% | 63 |
|
|
2023
Q4 | $296K | Hold |
3,814
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $264K | Hold |
3,814
| – | – | 0.24% | 63 |
|
|
2023
Q2 | $279K | Sell |
3,814
-607
| -14% | -$44.3K | 0.25% | 61 |
|
|
2023
Q1 | $309K | Hold |
4,421
| – | – | 0.3% | 54 |
|
|
2022
Q4 | $298K | Buy |
+4,421
| New | +$298K | 0.3% | 59 |
|