Forum 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 | $561K | Hold |
6,096
| – | – | 0.01% | 371 |
|
|
2025
Q1 | $519K | Hold |
6,096
| – | – | 0.01% | 353 |
|
|
2024
Q4 | $539K | Hold |
6,096
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $537K | Hold |
6,096
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $494K | Hold |
6,096
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $513K | Sell |
6,096
-332
| -5% | -$27.9K | 0.01% | 318 |
|
|
2023
Q4 | $500K | Sell |
6,428
-519
| -7% | -$40.3K | 0.01% | 290 |
|
|
2023
Q3 | $481K | Hold |
6,947
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $507K | Sell |
6,947
-3,200
| -32% | -$234K | 0.01% | 292 |
|
|
2023
Q1 | $709K | Hold |
10,147
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $684K | Hold |
10,147
| – | – | 0.02% | 194 |
|
|
2022
Q3 | $631K | Hold |
10,147
| – | – | 0.03% | 179 |
|
|
2022
Q2 | $656K | Hold |
10,147
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $791K | Hold |
10,147
| – | – | 0.04% | 164 |
|
|
2021
Q4 | $842K | Buy |
+10,147
| New | +$842K | 0.04% | 150 |
|