Flagstone Financial 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 | $719K | Sell |
7,823
-47
| -0.6% | -$4.32K | 0.21% | 32 |
|
|
2025
Q1 | $670K | Hold |
7,870
| – | – | 0.22% | 29 |
|
|
2024
Q4 | $696K | Buy |
7,870
+47
| +0.6% | +$4.16K | 0.23% | 28 |
|
|
2024
Q3 | $690K | Buy |
7,823
+2,901
| +59% | +$256K | 0.23% | 26 |
|
|
2024
Q2 | $399K | Hold |
4,922
| – | – | 0.15% | 35 |
|
|
2024
Q1 | $414K | Hold |
4,922
| – | – | 0.16% | 33 |
|
|
2023
Q4 | $383K | Hold |
4,922
| – | – | 0.16% | 34 |
|
|
2023
Q3 | $341K | Hold |
4,922
| – | – | 0.16% | 31 |
|
|
2023
Q2 | $359K | Hold |
4,922
| – | – | 0.17% | 32 |
|
|
2023
Q1 | $344K | Hold |
4,922
| – | – | 0.17% | 31 |
|
|
2022
Q4 | $332K | Buy |
+4,922
| New | +$332K | 0.2% | 31 |
|