Financial Perspectives’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 | $99.7K | Hold |
1,085
| – | – | 0.03% | 221 |
|
|
2025
Q1 | $92.3K | Hold |
1,085
| – | – | 0.03% | 219 |
|
|
2024
Q4 | $95.9K | Hold |
1,085
| – | – | 0.03% | 222 |
|
|
2024
Q3 | $95.6K | Hold |
1,085
| – | – | 0.03% | 216 |
|
|
2024
Q2 | $87.9K | Buy |
1,085
+11
| +1% | +$892 | 0.03% | 214 |
|
|
2024
Q1 | $90.3K | Hold |
1,074
| – | – | 0.03% | 212 |
|
|
2023
Q4 | $83.4K | Sell |
1,074
-35
| -3% | -$2.72K | 0.03% | 221 |
|
|
2023
Q3 | $76.8K | Hold |
1,109
| – | – | 0.04% | 214 |
|
|
2023
Q2 | $81K | Buy |
1,109
+538
| +94% | +$39.3K | 0.04% | 218 |
|
|
2023
Q1 | $39.9K | Buy |
571
+2
| +0.4% | +$140 | 0.02% | 277 |
|
|
2022
Q4 | $38.4K | Buy |
569
+547
| +2,486% | +$36.9K | 0.02% | 274 |
|
|
2022
Q3 | $1.37K | Hold |
22
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $1.42K | Hold |
22
| – | – | ﹤0.01% | 614 |
|
|
2022
Q1 | $1.72K | Hold |
22
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $1.83K | Hold |
22
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $1.72K | Buy |
+22
| New | +$1.72K | ﹤0.01% | 596 |
|