Harbour Investments’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 | $606K | Sell |
6,587
-47
| -0.7% | -$4.32K | 0.02% | 703 |
|
|
2025
Q1 | $564K | Sell |
6,634
-51
| -0.8% | -$4.34K | 0.02% | 674 |
|
|
2024
Q4 | $591K | Sell |
6,685
-518
| -7% | -$45.8K | 0.02% | 654 |
|
|
2024
Q3 | $635K | Buy |
7,203
+701
| +11% | +$61.8K | 0.02% | 580 |
|
|
2024
Q2 | $527K | Buy |
6,502
+70
| +1% | +$5.68K | 0.02% | 585 |
|
|
2024
Q1 | $541K | Sell |
6,432
-386
| -6% | -$32.5K | 0.02% | 563 |
|
|
2023
Q4 | $530K | Buy |
6,818
+424
| +7% | +$33K | 0.02% | 521 |
|
|
2023
Q3 | $443K | Buy |
6,394
+114
| +2% | +$7.9K | 0.02% | 525 |
|
|
2023
Q2 | $459K | Buy |
6,280
+104
| +2% | +$7.6K | 0.02% | 520 |
|
|
2023
Q1 | $432K | Buy |
6,176
+370
| +6% | +$25.9K | 0.02% | 514 |
|
|
2022
Q4 | $392K | Sell |
5,806
-5,427
| -48% | -$366K | 0.02% | 521 |
|
|
2022
Q3 | $726K | Hold |
11,233
| – | – | 0.05% | 343 |
|
|
2022
Q2 | $726K | Buy |
+11,233
| New | +$726K | 0.05% | 343 |
|
|
2021
Q4 | $989K | Sell |
11,912
-14,013
| -54% | -$1.16M | 0.06% | 305 |
|
|
2021
Q3 | $2.03M | Sell |
25,925
-194
| -0.7% | -$15.2K | 0.06% | 279 |
|
|
2021
Q2 | $2.07M | Sell |
26,119
-567
| -2% | -$44.9K | 0.07% | 272 |
|
|
2021
Q1 | $1.97M | Buy |
+26,686
| New | +$1.97M | 0.07% | 255 |
|