Garde Capital’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 | $47.5K | Hold |
516
| – | – | ﹤0.01% | 335 |
|
|
2025
Q1 | $43.9K | Buy |
+516
| New | +$43.9K | ﹤0.01% | 327 |
|
|
2024
Q2 | – | Sell |
-1,266
| Closed | -$106K | – | 277 |
|
|
2024
Q1 | $106K | Buy |
+1,266
| New | +$106K | 0.01% | 276 |
|
|
2019
Q2 | – | Sell |
-9,964
| Closed | -$538K | – | 145 |
|
|
2019
Q1 | $538K | Buy |
9,964
+316
| +3% | +$17.1K | 0.09% | 79 |
|
|
2018
Q4 | $448K | Sell |
9,648
-28,944
| -75% | -$1.34M | 0.08% | 120 |
|
|
2018
Q3 | $493K | Buy |
38,592
+28,944
| +300% | +$370K | 0.08% | 117 |
|
|
2018
Q2 | $512K | Buy |
9,648
+4,488
| +87% | +$238K | 0.09% | 109 |
|
|
2018
Q1 | $266K | Hold |
5,160
| – | – | 0.05% | 141 |
|
|
2017
Q4 | $268K | Hold |
5,160
| – | – | 0.05% | 144 |
|
|
2017
Q3 | $254K | Hold |
5,160
| – | – | 0.05% | 148 |
|
|
2017
Q2 | $248K | Buy |
+5,160
| New | +$248K | 0.06% | 117 |
|