Highline Wealth Partners’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 | $67.9K | Hold |
738
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $62.8K | Buy |
738
+272
| +58% | +$23.1K | 0.02% | 118 |
|
|
2024
Q4 | $41.2K | Hold |
466
| – | – | 0.01% | 139 |
|
|
2024
Q3 | $41.1K | Sell |
466
-324
| -41% | -$28.6K | 0.01% | 139 |
|
|
2024
Q2 | $64.1K | Buy |
790
+466
| +144% | +$37.8K | 0.02% | 119 |
|
|
2024
Q1 | $27.2K | Buy |
324
+60
| +23% | +$5.05K | 0.01% | 159 |
|
|
2023
Q4 | $20.5K | Hold |
264
| – | – | 0.01% | 160 |
|
|
2023
Q3 | $18.3K | Buy |
+264
| New | +$18.3K | 0.01% | 151 |
|