Good Life Advisors’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 | $506K | Buy |
5,507
+1,428
| +35% | +$131K | 0.03% | 301 |
|
|
2025
Q1 | $347K | Buy |
4,079
+331
| +9% | +$28.2K | 0.02% | 360 |
|
|
2024
Q4 | $331K | Sell |
3,748
-1,928
| -34% | -$170K | 0.02% | 358 |
|
|
2024
Q3 | $500K | Buy |
5,676
+2,844
| +100% | +$251K | 0.03% | 343 |
|
|
2024
Q2 | $230K | Sell |
2,832
-114
| -4% | -$9.24K | 0.02% | 403 |
|
|
2024
Q1 | $248K | Buy |
2,946
+62
| +2% | +$5.21K | 0.02% | 388 |
|
|
2023
Q4 | $224K | Buy |
+2,884
| New | +$224K | 0.02% | 388 |
|
|
2022
Q3 | – | Sell |
-4,284
| Closed | -$277K | – | 357 |
|
|
2022
Q2 | $277K | Buy |
4,284
+372
| +10% | +$24.1K | 0.04% | 275 |
|
|
2022
Q1 | $305K | Buy |
3,912
+141
| +4% | +$11K | 0.04% | 283 |
|
|
2021
Q4 | $313K | Buy |
3,771
+117
| +3% | +$9.71K | 0.04% | 281 |
|
|
2021
Q3 | $286K | Buy |
3,654
+603
| +20% | +$47.2K | 0.04% | 278 |
|
|
2021
Q2 | $242K | Buy |
3,051
+57
| +2% | +$4.52K | 0.05% | 264 |
|
|
2021
Q1 | $223K | Buy |
+2,994
| New | +$223K | 0.05% | 275 |
|