Flagship Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $422K | Sell |
|
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $360K | Buy |
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|
2020
Q4 | $326K | Buy |
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