Frank Rimerman Advisors’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 | $2.57M | Buy |
27,992
+33
| +0.1% | +$3.04K | 0.17% | 96 |
|
|
2025
Q1 | $2.38M | Sell |
27,959
-748
| -3% | -$63.6K | 0.19% | 91 |
|
|
2024
Q4 | $2.54M | Sell |
28,707
-142
| -0.5% | -$12.6K | 0.18% | 84 |
|
|
2024
Q3 | $2.54M | Buy |
28,849
+49
| +0.2% | +$4.32K | 0.18% | 96 |
|
|
2024
Q2 | $2.34M | Buy |
28,800
+30
| +0.1% | +$2.43K | 0.17% | 105 |
|
|
2024
Q1 | $2.42M | Sell |
28,770
-170
| -0.6% | -$14.3K | 0.47% | 29 |
|
|
2023
Q4 | $2.25M | Buy |
28,940
+104
| +0.4% | +$8.08K | 0.47% | 28 |
|
|
2023
Q3 | $2M | Hold |
28,836
| – | – | 0.48% | 29 |
|
|
2023
Q2 | $2.11M | Buy |
28,836
+30
| +0.1% | +$2.19K | 0.5% | 30 |
|
|
2023
Q1 | $2.01M | Buy |
28,806
+42
| +0.1% | +$2.94K | 0.56% | 30 |
|
|
2022
Q4 | $1.94M | Buy |
28,764
+113
| +0.4% | +$7.62K | 0.6% | 28 |
|
|
2022
Q3 | $1.78M | Hold |
28,651
| – | – | 0.64% | 25 |
|
|
2022
Q2 | $1.85M | Buy |
28,651
+36
| +0.1% | +$2.33K | 0.71% | 26 |
|
|
2022
Q1 | $2.23M | Buy |
28,615
+30
| +0.1% | +$2.34K | 0.72% | 23 |
|
|
2021
Q4 | $2.37M | Buy |
28,585
+74
| +0.3% | +$6.14K | 0.8% | 22 |
|
|
2021
Q3 | $2.23M | Hold |
28,511
| – | – | 0.86% | 21 |
|
|
2021
Q2 | $2.26M | Hold |
28,511
| – | – | 0.88% | 19 |
|
|
2021
Q1 | $2.11M | Hold |
28,511
| – | – | 0.93% | 18 |
|
|
2020
Q4 | $1.95M | Buy |
+28,511
| New | +$1.95M | 0.89% | 21 |
|