FourThought Financial 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 | $668K | Hold |
7,259
| – | – | 0.07% | 163 |
|
2025
Q1 | $618K | Hold |
7,259
| – | – | 0.06% | 164 |
|
2024
Q4 | $642K | Hold |
7,259
| – | – | 0.07% | 164 |
|
2024
Q3 | $640K | Hold |
7,259
| – | – | 0.08% | 127 |
|
2024
Q2 | $589K | Hold |
7,259
| – | – | 0.08% | 138 |
|
2024
Q1 | $610K | Hold |
7,259
| – | – | 0.07% | 180 |
|
2023
Q4 | $564K | Hold |
7,259
| – | – | 0.07% | 184 |
|
2023
Q3 | $503K | Hold |
7,259
| – | – | 0.07% | 184 |
|
2023
Q2 | $530K | Hold |
7,259
| – | – | 0.07% | 183 |
|
2023
Q1 | $508K | Hold |
7,259
| – | – | 0.07% | 179 |
|
2022
Q4 | $490K | Buy |
+7,259
| New | +$490K | 0.07% | 188 |
|