FI
Financial Insights’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,499
| Closed | -$1.1M | – | 127 |
|
|
2024
Q3 | $1.1M | Sell |
12,499
-14,869
| -54% | -$1.31M | 0.35% | 47 |
|
|
2024
Q2 | $2.22M | Buy |
27,368
+3,307
| +14% | +$268K | 0.62% | 36 |
|
|
2024
Q1 | $2.02M | Buy |
+24,061
| New | +$2.02M | 0.56% | 38 |
|
|
2021
Q3 | – | Sell |
-796
| Closed | -$631K | – | 156 |
|
|
2021
Q2 | $631K | Buy |
+796
| New | +$631K | 0.05% | 140 |
|