Financial Gravity Asset 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
Q1 | $43.6K | Buy |
+512
| New | +$43.6K | 0.01% | 333 |
|
|
2024
Q2 | $26.9K | Sell |
332
-332
| -50% | -$26.9K | 0.01% | 344 |
|
|
2024
Q1 | $53.7K | Sell |
664
-6,014
| -90% | -$487K | 0.01% | 374 |
|
|
2023
Q4 | $2.25M | Buy |
6,678
+332
| +5% | +$112K | 0.02% | 207 |
|
|
2023
Q3 | $2.23M | Buy |
6,346
+6,012
| +1,800% | +$2.11M | 0.02% | 200 |
|
|
2023
Q2 | $24 | Hold |
334
| – | – | ﹤0.01% | 1479 |
|
|
2023
Q1 | $24 | Buy |
+334
| New | +$24 | ﹤0.01% | 790 |
|