Great Oak Capital Partners’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 | $286K | Buy |
3,067
+18
| +0.6% | +$1.68K | 0.08% | 32 |
|
|
2025
Q1 | $269K | Hold |
3,049
| – | – | 0.09% | 32 |
|
|
2024
Q4 | $269K | Hold |
3,049
| – | – | 0.09% | 32 |
|
|
2024
Q3 | $268K | Hold |
3,049
| – | – | 0.09% | 33 |
|
|
2024
Q2 | $250K | Hold |
3,049
| – | – | 0.09% | 33 |
|
|
2024
Q1 | $256K | Hold |
3,049
| – | – | 0.11% | 29 |
|
|
2023
Q4 | $237K | Buy |
+3,049
| New | +$237K | 0.13% | 30 |
|