Gryphon Financial 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 | $4.16M | Buy |
45,230
+2,484
| +6% | +$228K | 0.54% | 28 |
|
|
2025
Q1 | $3.64M | Buy |
42,746
+1,039
| +2% | +$88.4K | 0.52% | 27 |
|
|
2024
Q4 | $3.69M | Buy |
41,707
+4,672
| +13% | +$413K | 0.53% | 25 |
|
|
2024
Q3 | $3.26M | Buy |
37,035
+4,036
| +12% | +$356K | 0.44% | 34 |
|
|
2024
Q2 | $2.68M | Buy |
32,999
+1,163
| +4% | +$94.3K | 0.4% | 37 |
|
|
2024
Q1 | $2.68M | Buy |
31,836
+5,924
| +23% | +$498K | 0.44% | 31 |
|
|
2023
Q4 | $2.01M | Buy |
+25,912
| New | +$2.01M | 0.36% | 43 |
|
|
2022
Q3 | – | Sell |
-848
| Closed | -$55K | – | 214 |
|
|
2022
Q2 | $55K | Buy |
+848
| New | +$55K | 0.01% | 198 |
|
|
2018
Q3 | – | Sell |
-88
| Closed | -$5K | – | 511 |
|
|
2018
Q2 | $5K | Hold |
88
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $5K | Hold |
88
| – | – | ﹤0.01% | 682 |
|
|
2017
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 745 |
|