Flagstone Financial Management’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
Q3
$755K Hold
2025
Q2
$719K Sell
2025
Q1
$670K Hold
2024
Q4
$696K Buy
2024
Q3
$690K Buy
2024
Q2
$399K Hold
2024
Q1
$414K Hold
2023
Q4
$383K Hold
2023
Q3
$341K Hold
2023
Q2
$359K Hold
2023
Q1
$344K Hold
2022
Q4
$332K Buy