Horizons Wealth Management’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 | $227K | Sell |
2,463
-57
| -2% | -$5.24K | 0.16% | 59 |
|
|
2025
Q1 | $214K | Sell |
2,520
-187
| -7% | -$15.9K | 0.16% | 60 |
|
|
2024
Q4 | $239K | Hold |
2,707
| – | – | 0.18% | 56 |
|
|
2024
Q3 | $239K | Sell |
2,707
-86
| -3% | -$7.58K | 0.18% | 58 |
|
|
2024
Q2 | $233K | Hold |
2,793
| – | – | 0.18% | 59 |
|
|
2024
Q1 | $217K | Hold |
2,793
| – | – | 0.14% | 58 |
|
|
2023
Q4 | $217K | Hold |
2,793
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $193K | Sell |
2,793
-57
| -2% | -$3.95K | 0.14% | 63 |
|
|
2023
Q2 | $208K | Hold |
2,850
| – | – | 0.15% | 62 |
|
|
2023
Q1 | $199K | Sell |
2,850
-41
| -1% | -$2.87K | 0.15% | 60 |
|
|
2022
Q4 | $195K | Hold |
2,891
| – | – | 0.16% | 59 |
|
|
2022
Q3 | $180K | Hold |
2,891
| – | – | 0.17% | 56 |
|
|
2022
Q2 | $214K | Buy |
+2,891
| New | +$214K | 0.18% | 53 |
|