Hilltop Wealth 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 | $2.38M | Buy |
25,913
+3,804
| +17% | +$350K | 1.34% | 20 |
|
|
2025
Q1 | $1.88M | Buy |
22,109
+1,933
| +10% | +$164K | 1.06% | 22 |
|
|
2024
Q4 | $1.78M | Sell |
20,176
-2,411
| -11% | -$213K | 0.9% | 23 |
|
|
2024
Q3 | $1.99M | Buy |
22,587
+482
| +2% | +$42.5K | 0.93% | 24 |
|
|
2024
Q2 | $1.79M | Buy |
22,105
+204
| +0.9% | +$16.5K | 0.9% | 22 |
|
|
2024
Q1 | $1.84M | Sell |
21,901
-3,067
| -12% | -$258K | 0.94% | 23 |
|
|
2023
Q4 | $1.94M | Buy |
24,968
+4,031
| +19% | +$313K | 1.11% | 19 |
|
|
2023
Q3 | $1.45M | Buy |
20,937
+3,065
| +17% | +$212K | 1.12% | 18 |
|
|
2023
Q2 | $1.31M | Buy |
17,872
+3,248
| +22% | +$237K | 0.96% | 18 |
|
|
2023
Q1 | $1.02M | Buy |
14,624
+2,965
| +25% | +$207K | 0.82% | 19 |
|
|
2022
Q4 | $786K | Buy |
11,659
+192
| +2% | +$13K | 0.67% | 20 |
|
|
2022
Q3 | $713K | Buy |
+11,467
| New | +$713K | 0.73% | 21 |
|