Frisch Financial Group’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 | $224K | Buy |
2,431
+6
| +0.2% | +$553 | 0.05% | 135 |
|
|
2025
Q1 | $206K | Buy |
2,425
+6
| +0.2% | +$510 | 0.06% | 123 |
|
|
2024
Q4 | $214K | Buy |
2,419
+7
| +0.3% | +$619 | 0.06% | 121 |
|
|
2024
Q3 | $213K | Buy |
+2,412
| New | +$213K | 0.06% | 124 |
|
|
2024
Q2 | – | Sell |
-2,399
| Closed | -$202K | – | 142 |
|
|
2024
Q1 | $202K | Buy |
+2,399
| New | +$202K | 0.07% | 128 |
|
|
2023
Q1 | – | Sell |
-3,697
| Closed | -$249K | – | 132 |
|
|
2022
Q4 | $249K | Buy |
3,697
+11
| +0.3% | +$741 | 0.09% | 112 |
|
|
2022
Q3 | $229K | Sell |
3,686
-133
| -3% | -$8.26K | 0.1% | 102 |
|
|
2022
Q2 | $247K | Sell |
3,819
-65
| -2% | -$4.2K | 0.1% | 106 |
|
|
2022
Q1 | $303K | Buy |
3,884
+6
| +0.2% | +$468 | 0.1% | 110 |
|
|
2021
Q4 | $322K | Buy |
3,878
+8
| +0.2% | +$664 | 0.1% | 116 |
|
|
2021
Q3 | $303K | Buy |
3,870
+8
| +0.2% | +$626 | 0.1% | 112 |
|
|
2021
Q2 | $306K | Buy |
3,862
+4
| +0.1% | +$317 | 0.1% | 111 |
|
|
2021
Q1 | $285K | Buy |
3,858
+6
| +0.2% | +$443 | 0.1% | 113 |
|
|
2020
Q4 | $264K | Buy |
+3,852
| New | +$264K | 0.1% | 103 |
|