Future Financial 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 | $31.5K | Hold |
343
| – | – | 0.02% | 287 |
|
|
2025
Q1 | $29.2K | Hold |
343
| – | – | 0.02% | 287 |
|
|
2024
Q4 | $30.3K | Hold |
343
| – | – | 0.02% | 288 |
|
|
2024
Q3 | $30.2K | Buy |
+343
| New | +$30.2K | 0.02% | 297 |
|
|
2024
Q2 | – | Sell |
-343
| Closed | -$28.8K | – | 277 |
|
|
2024
Q1 | $28.8K | Buy |
+343
| New | +$28.8K | 0.02% | 316 |
|
|
2022
Q3 | – | Sell |
-23,026
| Closed | -$1.8M | – | 130 |
|
|
2022
Q2 | $1.8M | Hold |
23,026
| – | – | 1.75% | 11 |
|
|
2022
Q1 | $1.8M | Sell |
23,026
-10,484
| -31% | -$818K | 1.49% | 11 |
|
|
2021
Q4 | $2.77M | Buy |
33,510
+2,697
| +9% | +$223K | 2.22% | 6 |
|
|
2021
Q3 | $2.44M | Hold |
30,813
| – | – | 2.51% | 7 |
|
|
2021
Q2 | $2.44M | Buy |
30,813
+1,488
| +5% | +$118K | 2.51% | 7 |
|
|
2021
Q1 | $2.17M | Sell |
29,325
-283
| -1% | -$20.9K | 2.49% | 11 |
|
|
2020
Q4 | $2.03M | Buy |
+29,608
| New | +$2.03M | 2.34% | 10 |
|