Hantz Financial Services’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 | $24.6M | Sell |
267,915
-3,505
| -1% | -$322K | 0.4% | 49 |
|
|
2025
Q1 | $23.1M | Buy |
271,420
+8,204
| +3% | +$698K | 0.41% | 51 |
|
|
2024
Q4 | $23.3M | Buy |
263,216
+7,579
| +3% | +$670K | 0.41% | 52 |
|
|
2024
Q3 | $22.5M | Sell |
255,637
-14,378
| -5% | -$1.27M | 0.4% | 54 |
|
|
2024
Q2 | $21.9M | Sell |
270,015
-24,872
| -8% | -$2.02M | 0.42% | 54 |
|
|
2024
Q1 | $24.8M | Buy |
294,887
+32,075
| +12% | +$2.7M | 0.48% | 47 |
|
|
2023
Q4 | $20.4M | Sell |
262,812
-12,931
| -5% | -$1.01M | 0.45% | 53 |
|
|
2023
Q3 | $19.1M | Buy |
275,743
+12,806
| +5% | +$887K | 0.48% | 52 |
|
|
2023
Q2 | $19.2M | Sell |
262,937
-5,247
| -2% | -$383K | 0.48% | 48 |
|
|
2023
Q1 | $18.8M | Buy |
268,184
+1,140
| +0.4% | +$79.7K | 0.51% | 46 |
|
|
2022
Q4 | $18M | Buy |
267,044
+10,602
| +4% | +$715K | 0.54% | 45 |
|
|
2022
Q3 | $15.9M | Buy |
256,442
+6,139
| +2% | +$382K | 0.55% | 39 |
|
|
2022
Q2 | $16.2M | Buy |
250,303
+6,818
| +3% | +$441K | 0.55% | 39 |
|
|
2022
Q1 | $19M | Sell |
243,485
-3,374
| -1% | -$263K | 0.56% | 35 |
|
|
2021
Q4 | $20.5M | Buy |
246,859
+1,036
| +0.4% | +$86K | 0.59% | 37 |
|
|
2021
Q3 | $19.2M | Sell |
245,823
-7,419
| -3% | -$580K | 0.63% | 35 |
|
|
2021
Q2 | $20.1M | Buy |
253,242
+436
| +0.2% | +$34.5K | 0.74% | 30 |
|
|
2021
Q1 | $18.7M | Sell |
252,806
-6,832
| -3% | -$505K | 0.77% | 30 |
|
|
2020
Q4 | $17.8M | Buy |
259,638
+92
| +0% | +$6.31K | 0.8% | 27 |
|
|
2020
Q3 | $14.9M | Sell |
259,546
-7,871
| -3% | -$452K | 0.76% | 30 |
|
|
2020
Q2 | $14.3M | Buy |
267,417
+3,235
| +1% | +$173K | 0.8% | 27 |
|
|
2020
Q1 | $11.4M | Buy |
+264,182
| New | +$11.4M | 0.79% | 27 |
|