Fortitude Advisory Group’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
Q1 | – | Sell |
-4,273
| Closed | -$378K | – | 212 |
|
|
2024
Q4 | $378K | Hold |
4,273
| – | – | 0.23% | 93 |
|
|
2024
Q3 | $377K | Hold |
4,273
| – | – | 0.24% | 100 |
|
|
2024
Q2 | $346K | Sell |
4,273
-37
| -0.9% | -$3K | 0.21% | 105 |
|
|
2024
Q1 | $362K | Hold |
4,310
| – | – | 0.2% | 110 |
|
|
2023
Q4 | $335K | Buy |
+4,310
| New | +$335K | 0.2% | 111 |
|
|
2022
Q2 | – | Sell |
-1,569
| Closed | -$122K | – | 732 |
|
|
2022
Q1 | $122K | Hold |
1,569
| – | – | 0.06% | 298 |
|
|
2021
Q4 | $130K | Buy |
+1,569
| New | +$130K | 0.07% | 281 |
|