Flaharty Asset 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
Q2 | $142K | Hold |
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|
2025
Q1 | $131K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $474K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $410K | Sell |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $518K | Hold |
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|
2019
Q3 | $486K | Hold |
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|
2019
Q2 | $485K | Hold |
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|
2019
Q1 | $469K | Hold |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $546K | Hold |
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|
2018
Q2 | $527K | Sell |
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|
2018
Q1 | $507K | Sell |
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|
2017
Q4 | $560K | Sell |
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|
2017
Q3 | $567K | Buy |
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|
2017
Q2 | $547 | Sell |
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|
2017
Q1 | $530K | Buy |
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