Hilltop 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 | $220K | Buy |
+2,387
| New | +$220K | 0.07% | 109 |
|
|
2025
Q1 | – | Sell |
-2,525
| Closed | -$223K | – | 105 |
|
|
2024
Q4 | $223K | Buy |
2,525
+51
| +2% | +$4.51K | 0.08% | 96 |
|
|
2024
Q3 | $218K | Sell |
2,474
-43
| -2% | -$3.79K | 0.07% | 103 |
|
|
2024
Q2 | $204K | Sell |
2,517
-516
| -17% | -$41.8K | 0.08% | 95 |
|
|
2024
Q1 | $255K | Buy |
3,033
+4
| +0.1% | +$336 | 0.09% | 87 |
|
|
2023
Q4 | $235K | Sell |
3,029
-24
| -0.8% | -$1.87K | 0.09% | 90 |
|
|
2023
Q3 | $211K | Sell |
3,053
-103
| -3% | -$7.13K | 0.09% | 92 |
|
|
2023
Q2 | $230K | Sell |
3,156
-8
| -0.3% | -$584 | 0.1% | 86 |
|
|
2023
Q1 | $221K | Sell |
3,164
-65
| -2% | -$4.54K | 0.1% | 62 |
|
|
2022
Q4 | $218K | Buy |
+3,229
| New | +$218K | 0.12% | 53 |
|