Focus Partners Wealth’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 | $43M | Buy |
467,506
+11,551
| +3% | +$1.06M | 0.09% | 205 |
|
|
2025
Q1 | $38.8M | Sell |
455,955
-1,643
| -0.4% | -$140K | 0.1% | 210 |
|
|
2024
Q4 | $40.5M | Buy |
457,598
+49,515
| +12% | +$4.38M | 0.11% | 184 |
|
|
2024
Q3 | $36M | Sell |
408,083
-215,895
| -35% | -$19M | 0.11% | 183 |
|
|
2024
Q2 | $51.4M | Buy |
623,978
+346,047
| +125% | +$28.5M | 0.17% | 129 |
|
|
2024
Q1 | $23.4M | Buy |
277,931
+37,698
| +16% | +$3.17M | 0.19% | 135 |
|
|
2023
Q4 | $18.7M | Buy |
+240,233
| New | +$18.7M | 0.24% | 112 |
|