Greenhouse Wealth Management’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 | $656K | Buy |
7,137
+21
| +0.3% | +$1.93K | 0.42% | 30 |
|
|
2025
Q1 | $605K | Buy |
7,116
+22
| +0.3% | +$1.87K | 0.45% | 29 |
|
|
2024
Q4 | $627K | Buy |
7,094
+25
| +0.4% | +$2.21K | 0.41% | 32 |
|
|
2024
Q3 | $623K | Sell |
7,069
-98
| -1% | -$8.64K | 0.42% | 32 |
|
|
2024
Q2 | $581K | Buy |
7,167
+19
| +0.3% | +$1.54K | 0.42% | 31 |
|
|
2024
Q1 | $601K | Buy |
7,148
+18
| +0.3% | +$1.51K | 0.45% | 31 |
|
|
2023
Q4 | $554K | Buy |
7,130
+64
| +0.9% | +$4.98K | 0.45% | 29 |
|
|
2023
Q3 | $489K | Hold |
7,066
| – | – | 0.44% | 29 |
|
|
2023
Q2 | $516K | Buy |
7,066
+18
| +0.3% | +$1.32K | 0.46% | 30 |
|
|
2023
Q1 | $493K | Buy |
7,048
+25
| +0.4% | +$1.75K | 0.47% | 28 |
|
|
2022
Q4 | $474K | Buy |
7,023
+69
| +1% | +$4.65K | 0.48% | 29 |
|
|
2022
Q3 | $432K | Sell |
6,954
-114
| -2% | -$7.08K | 0.48% | 27 |
|
|
2022
Q2 | $457K | Buy |
7,068
+136
| +2% | +$8.79K | 0.49% | 27 |
|
|
2022
Q1 | $541K | Buy |
6,932
+18
| +0.3% | +$1.41K | 0.51% | 29 |
|
|
2021
Q4 | $574K | Buy |
6,914
+45
| +0.7% | +$3.74K | 0.51% | 29 |
|
|
2021
Q3 | $537K | Hold |
6,869
| – | – | 0.51% | 30 |
|
|
2021
Q2 | $544K | Buy |
6,869
+31
| +0.5% | +$2.46K | 0.5% | 29 |
|
|
2021
Q1 | $506K | Hold |
6,838
| – | – | 0.5% | 30 |
|
|
2020
Q4 | $469K | Buy |
+6,838
| New | +$469K | 0.46% | 31 |
|