FWL Investment 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 | $162K | Sell |
1,759
-50
| -3% | -$4.6K | 0.05% | 96 |
|
|
2025
Q1 | $154K | Hold |
1,809
| – | – | 0.06% | 89 |
|
|
2024
Q4 | $160K | Hold |
1,809
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $159K | Buy |
1,809
+39
| +2% | +$3.44K | 0.06% | 78 |
|
|
2024
Q2 | $144K | Sell |
1,770
-90
| -5% | -$7.3K | 0.07% | 58 |
|
|
2024
Q1 | $156K | Hold |
1,860
| – | – | 0.09% | 60 |
|
|
2023
Q4 | $145K | Hold |
1,860
| – | – | 0.08% | 54 |
|
|
2023
Q3 | $129K | Buy |
+1,860
| New | +$129K | 0.09% | 51 |
|
|
2023
Q2 | – | Sell |
-1,860
| Closed | -$130K | – | 62 |
|
|
2023
Q1 | $130K | Sell |
1,860
-340
| -15% | -$23.8K | 0.1% | 50 |
|
|
2022
Q4 | $148K | Buy |
+2,200
| New | +$148K | 0.11% | 53 |
|