FSA Wealth Management’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 | $155K | Sell |
1,681
-30
| -2% | -$2.76K | 0.06% | 63 |
|
|
2025
Q1 | $146K | Hold |
1,711
| – | – | 0.06% | 67 |
|
|
2024
Q4 | $151K | Hold |
1,711
| – | – | 0.06% | 63 |
|
|
2024
Q3 | $151K | Buy |
+1,711
| New | +$151K | 0.06% | 70 |
|
|
2024
Q1 | $144K | Hold |
1,711
| – | – | 0.06% | 66 |
|
|
2023
Q4 | $133K | Buy |
+1,711
| New | +$133K | 0.06% | 69 |
|
|
2021
Q1 | – | Sell |
-1,840
| Closed | -$126K | – | 145 |
|
|
2020
Q4 | $126K | Buy |
+1,840
| New | +$126K | 0.06% | 73 |
|
|
2020
Q3 | – | Sell |
-1,840
| Closed | -$99K | – | 204 |
|
|
2020
Q2 | $99K | Buy |
1,840
+100
| +6% | +$5.38K | 0.07% | 81 |
|
|
2020
Q1 | $75K | Hold |
1,740
| – | – | 0.06% | 84 |
|
|
2019
Q4 | $104K | Buy |
+1,740
| New | +$104K | 0.07% | 87 |
|