Financial Engines Advisors’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 | $3.43M | Sell |
37,327
-2,266
| -6% | -$208K | 0.01% | 170 |
|
|
2025
Q1 | $3.37M | Sell |
39,593
-5,494
| -12% | -$467K | 0.01% | 158 |
|
|
2024
Q4 | $3.99M | Sell |
45,087
-6,444
| -13% | -$570K | 0.01% | 151 |
|
|
2024
Q3 | $4.54M | Sell |
51,531
-3,751
| -7% | -$331K | 0.01% | 125 |
|
|
2024
Q2 | $4.48M | Buy |
55,282
+2,240
| +4% | +$182K | 0.01% | 125 |
|
|
2024
Q1 | $4.46M | Sell |
53,042
-7,539
| -12% | -$634K | 0.01% | 118 |
|
|
2023
Q4 | $4.71M | Buy |
60,581
+35,334
| +140% | +$2.75M | 0.01% | 102 |
|
|
2023
Q3 | $1.76M | Sell |
25,247
-8,403
| -25% | -$584K | ﹤0.01% | 133 |
|
|
2023
Q2 | $2.46M | Sell |
33,650
-21,300
| -39% | -$1.56M | 0.01% | 124 |
|
|
2023
Q1 | $3.84M | Sell |
54,950
-44,449
| -45% | -$3.11M | 0.01% | 99 |
|
|
2022
Q4 | $6.7M | Buy |
99,399
+24,373
| +32% | +$1.64M | 0.02% | 86 |
|
|
2022
Q3 | $4.66M | Buy |
75,026
+10,747
| +17% | +$668K | 0.02% | 88 |
|
|
2022
Q2 | $4.16M | Buy |
64,279
+9,462
| +17% | +$612K | 0.01% | 89 |
|
|
2022
Q1 | $4.28M | Buy |
54,817
+51,448
| +1,527% | +$4.02M | 0.01% | 86 |
|
|
2021
Q4 | $280K | Sell |
3,369
-3,948
| -54% | -$328K | ﹤0.01% | 226 |
|
|
2021
Q3 | $572K | Sell |
7,317
-23
| -0.3% | -$1.8K | ﹤0.01% | 160 |
|
|
2021
Q2 | $582K | Buy |
7,340
+859
| +13% | +$68.1K | ﹤0.01% | 133 |
|
|
2021
Q1 | $479K | Sell |
6,481
-178
| -3% | -$13.2K | ﹤0.01% | 163 |
|
|
2020
Q4 | $456K | Sell |
6,659
-993
| -13% | -$68K | ﹤0.01% | 171 |
|
|
2020
Q3 | $439K | Buy |
+7,652
| New | +$439K | ﹤0.01% | 163 |
|
|
2018
Q2 | – | Sell |
-216
| Closed | -$11K | – | 151 |
|
|
2018
Q1 | $11K | Buy |
+216
| New | +$11K | ﹤0.01% | 98 |
|