HB 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 | $3.33M | Sell |
36,175
-7,520
| -17% | -$692K | 0.03% | 276 |
|
|
2025
Q1 | $3.72M | Buy |
43,695
+4,145
| +10% | +$353K | 0.03% | 268 |
|
|
2024
Q4 | $3.5M | Buy |
39,550
+4,140
| +12% | +$366K | 0.04% | 203 |
|
|
2024
Q3 | $3.12M | Buy |
35,410
+225
| +0.6% | +$19.8K | 0.03% | 218 |
|
|
2024
Q2 | $2.85M | Sell |
35,185
-1,859
| -5% | -$151K | 0.03% | 213 |
|
|
2024
Q1 | $3.12M | Sell |
37,044
-2,195
| -6% | -$185K | 0.04% | 186 |
|
|
2023
Q4 | $3.05M | Sell |
39,239
-687
| -2% | -$53.4K | 0.04% | 173 |
|
|
2023
Q3 | $2.76M | Buy |
39,926
+406
| +1% | +$28.1K | 0.04% | 170 |
|
|
2023
Q2 | $2.89M | Buy |
39,520
+280
| +0.7% | +$20.4K | 0.05% | 166 |
|
|
2023
Q1 | $2.74M | Sell |
39,240
-624
| -2% | -$43.6K | 0.05% | 165 |
|
|
2022
Q4 | $2.69M | Buy |
39,864
+5,503
| +16% | +$371K | 0.05% | 167 |
|
|
2022
Q3 | $2.14M | Sell |
34,361
-342
| -1% | -$21.3K | 0.05% | 170 |
|
|
2022
Q2 | $2.24M | Sell |
34,703
-1,095
| -3% | -$70.8K | 0.05% | 161 |
|
|
2022
Q1 | $2.79M | Buy |
+35,798
| New | +$2.79M | 0.05% | 149 |
|