Heritage 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 | $288K | Buy |
3,129
+114
| +4% | +$10.5K | 0.03% | 95 |
|
|
2025
Q1 | $256K | Buy |
3,015
+618
| +26% | +$52.6K | 0.03% | 101 |
|
|
2024
Q4 | $212K | Buy |
2,397
+112
| +5% | +$9.9K | 0.03% | 110 |
|
|
2024
Q3 | $201K | Buy |
+2,285
| New | +$201K | 0.03% | 110 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$25K | – | 274 |
|
|
2022
Q2 | $25K | Buy |
+400
| New | +$25K | 0.01% | 223 |
|