Foundations Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Buy |
10,680
+1,476
| +16% | +$136K | 0.02% | 437 |
|
|
2025
Q1 | $783K | Buy |
9,204
+808
| +10% | +$68.7K | 0.01% | 462 |
|
|
2024
Q4 | $742K | Sell |
8,396
-827
| -9% | -$73.1K | 0.01% | 460 |
|
|
2024
Q3 | $813K | Sell |
9,223
-298
| -3% | -$26.3K | 0.02% | 403 |
|
|
2024
Q2 | $772K | Sell |
9,521
-1,211
| -11% | -$98.2K | 0.02% | 395 |
|
|
2024
Q1 | $902K | Sell |
10,732
-32
| -0.3% | -$2.69K | 0.02% | 337 |
|
|
2023
Q4 | $835K | Sell |
10,764
-1,234
| -10% | -$95.8K | 0.02% | 337 |
|
|
2023
Q3 | $831K | Sell |
11,998
-383
| -3% | -$26.5K | 0.03% | 305 |
|
|
2023
Q2 | $904K | Buy |
12,381
+7,895
| +176% | +$577K | 0.03% | 281 |
|
|
2023
Q1 | $314K | Buy |
4,486
+5
| +0.1% | +$350 | 0.01% | 388 |
|
|
2022
Q4 | $302K | Sell |
4,481
-236
| -5% | -$15.9K | 0.01% | 343 |
|
|
2022
Q3 | $293K | Buy |
4,717
+1,097
| +30% | +$68.1K | 0.01% | 325 |
|
|
2022
Q2 | $237K | Buy |
3,620
+197
| +6% | +$12.9K | 0.01% | 339 |
|
|
2022
Q1 | $262K | Buy |
+3,423
| New | +$262K | 0.01% | 303 |
|
|
2018
Q3 | – | Sell |
-18,232
| Closed | -$967K | – | 104 |
|
|
2018
Q2 | $967K | Buy |
+18,232
| New | +$967K | 0.26% | 35 |
|