Galvin Gaustad & Stein’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 | $273K | Hold |
2,964
| – | – | 0.02% | 168 |
|
|
2025
Q1 | $252K | Hold |
2,964
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $262K | Hold |
2,964
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $261K | Hold |
2,964
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $240K | Sell |
2,964
-50
| -2% | -$4.05K | 0.02% | 159 |
|
|
2024
Q1 | $253K | Hold |
3,014
| – | – | 0.02% | 160 |
|
|
2023
Q4 | $234K | Sell |
3,014
-124
| -4% | -$9.64K | 0.02% | 171 |
|
|
2023
Q3 | $217K | Sell |
3,138
-4
| -0.1% | -$277 | 0.02% | 163 |
|
|
2023
Q2 | $229K | Sell |
3,142
-72
| -2% | -$5.26K | 0.02% | 156 |
|
|
2023
Q1 | $225K | Sell |
3,214
-152
| -5% | -$10.6K | 0.02% | 152 |
|
|
2022
Q4 | $227K | Sell |
3,366
-88
| -3% | -$5.94K | 0.02% | 151 |
|
|
2022
Q3 | $215K | Sell |
3,454
-769
| -18% | -$47.9K | 0.02% | 155 |
|
|
2022
Q2 | $273K | Buy |
4,223
+400
| +10% | +$25.9K | 0.03% | 142 |
|
|
2022
Q1 | $298K | Hold |
3,823
| – | – | 0.03% | 142 |
|
|
2021
Q4 | $317K | Sell |
3,823
-132
| -3% | -$10.9K | 0.03% | 145 |
|
|
2021
Q3 | $309K | Sell |
3,955
-1,308
| -25% | -$102K | 0.03% | 149 |
|
|
2021
Q2 | $417K | Hold |
5,263
| – | – | 0.04% | 143 |
|
|
2021
Q1 | $389K | Hold |
5,263
| – | – | 0.04% | 142 |
|
|
2020
Q4 | $361K | Buy |
+5,263
| New | +$361K | 0.04% | 144 |
|