Herold Advisors’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 | $326K | Sell |
3,550
-1,450
| -29% | -$133K | 0.07% | 225 |
|
|
2025
Q1 | $425K | Hold |
5,000
| – | – | 0.09% | 188 |
|
|
2024
Q4 | $442K | Hold |
5,000
| – | – | 0.1% | 194 |
|
|
2024
Q3 | $441K | Hold |
5,000
| – | – | 0.1% | 197 |
|
|
2024
Q2 | $405K | Hold |
5,000
| – | – | 0.09% | 197 |
|
|
2024
Q1 | $420K | Hold |
5,000
| – | – | 0.1% | 195 |
|
|
2023
Q4 | $389K | Hold |
5,000
| – | – | 0.11% | 185 |
|
|
2023
Q3 | $346K | Hold |
5,000
| – | – | 0.11% | 190 |
|
|
2023
Q2 | $365K | Hold |
5,000
| – | – | 0.11% | 180 |
|
|
2023
Q1 | $350K | Hold |
5,000
| – | – | 0.12% | 167 |
|
|
2022
Q4 | $337K | Hold |
5,000
| – | – | 0.14% | 146 |
|
|
2022
Q3 | $310K | Hold |
5,000
| – | – | 0.15% | 147 |
|
|
2022
Q2 | $323K | Hold |
5,000
| – | – | 0.14% | 147 |
|
|
2022
Q1 | $390K | Hold |
5,000
| – | – | 0.14% | 143 |
|
|
2021
Q4 | $415K | Hold |
5,000
| – | – | 0.16% | 141 |
|
|
2021
Q3 | $391K | Buy |
+5,000
| New | +$391K | 0.15% | 144 |
|