Foster Dykema Cabot & Partners’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 | $712K | Hold |
7,769
| – | – | 0.05% | 65 |
|
|
2025
Q1 | $661K | Sell |
7,769
-1,359
| -15% | -$116K | 0.05% | 62 |
|
|
2024
Q4 | $807K | Hold |
9,128
| – | – | 0.06% | 60 |
|
|
2024
Q3 | $805K | Buy |
9,128
+1,950
| +27% | +$172K | 0.07% | 58 |
|
|
2024
Q2 | $582K | Sell |
7,178
-72
| -1% | -$5.84K | 0.05% | 58 |
|
|
2024
Q1 | $610K | Buy |
7,250
+72
| +1% | +$6.05K | 0.06% | 59 |
|
|
2023
Q4 | $558K | Buy |
+7,178
| New | +$558K | 0.06% | 55 |
|