Firestone Capital 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
Q2 | $205K | Buy |
+2,224
| New | +$205K | 0.05% | 154 |
|
|
2025
Q1 | – | Sell |
-2,336
| Closed | -$207K | – | 155 |
|
|
2024
Q4 | $207K | Hold |
2,336
| – | – | 0.05% | 150 |
|
|
2024
Q3 | $206K | Buy |
+2,336
| New | +$206K | 0.05% | 149 |
|
|
2021
Q4 | – | Sell |
-2,336
| Closed | -$185K | – | 274 |
|
|
2021
Q3 | $185K | Hold |
2,336
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $185K | Hold |
2,336
| – | – | 0.07% | 122 |
|
|
2021
Q1 | $173K | Hold |
2,336
| – | – | 0.06% | 121 |
|
|
2020
Q4 | $160K | Hold |
2,336
| – | – | 0.06% | 119 |
|
|
2020
Q3 | $134K | Hold |
2,336
| – | – | 0.06% | 114 |
|
|
2020
Q2 | $125K | Hold |
2,336
| – | – | 0.06% | 115 |
|
|
2020
Q1 | $101K | Sell |
2,336
-348
| -13% | -$15K | 0.05% | 126 |
|
|
2019
Q4 | $160K | Buy |
+2,684
| New | +$160K | 0.07% | 112 |
|