Fox Financial’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 | $14.5M | Buy |
157,525
+1,768
| +1% | +$163K | 12.25% | 5 |
|
|
2025
Q1 | $13.3M | Buy |
155,757
+1,835
| +1% | +$156K | 12.47% | 5 |
|
|
2024
Q4 | $13.6M | Buy |
153,922
+18,690
| +14% | +$1.65M | 12.29% | 5 |
|
|
2024
Q3 | $11.9M | Buy |
135,232
+1,513
| +1% | +$133K | 10.39% | 6 |
|
|
2024
Q2 | $10.8M | Sell |
133,719
-249
| -0.2% | -$20.2K | 10% | 5 |
|
|
2024
Q1 | $11.3M | Sell |
133,968
-1,037
| -0.8% | -$87.2K | 10.2% | 6 |
|
|
2023
Q4 | $10.5M | Buy |
+135,005
| New | +$10.5M | 10.05% | 6 |
|