GPS Wealth Strategies Group’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 | $76.8K | Buy |
835
+196
| +31% | +$18K | 0.01% | 528 |
|
|
2025
Q1 | $54.4K | Hold |
639
| – | – | 0.01% | 589 |
|
|
2024
Q4 | $56.5K | Hold |
639
| – | – | 0.01% | 554 |
|
|
2024
Q3 | $56.3K | Buy |
639
+23
| +4% | +$2.03K | 0.01% | 551 |
|
|
2024
Q2 | $49.9K | Sell |
616
-87
| -12% | -$7.05K | 0.01% | 539 |
|
|
2024
Q1 | $59.1K | Buy |
703
+87
| +14% | +$7.32K | 0.01% | 476 |
|
|
2023
Q4 | $47.9K | Hold |
616
| – | – | 0.01% | 500 |
|
|
2023
Q3 | $42.7K | Hold |
616
| – | – | 0.01% | 515 |
|
|
2023
Q2 | $45K | Hold |
616
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $43.1K | Buy |
+616
| New | +$43.1K | 0.01% | 514 |
|
|
2022
Q4 | – | Sell |
-616
| Closed | -$38K | – | 617 |
|
|
2022
Q3 | $38K | Buy |
+616
| New | +$38K | 0.01% | 479 |
|