Howe & Rusling’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 | $3.5K | Buy |
+38
| New | +$3.5K | ﹤0.01% | 444 |
|
|
2025
Q1 | – | Sell |
-22
| Closed | -$1.95K | – | 450 |
|
|
2024
Q4 | $1.95K | Buy |
+22
| New | +$1.95K | ﹤0.01% | 399 |
|
|
2024
Q2 | – | Sell |
-257
| Closed | -$21.6K | – | 379 |
|
|
2024
Q1 | $21.6K | Hold |
257
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $20K | Sell |
257
-362
| -58% | -$28.1K | ﹤0.01% | 302 |
|
|
2023
Q3 | $42.9K | Sell |
619
-878
| -59% | -$60.8K | 0.01% | 260 |
|
|
2023
Q2 | $109K | Hold |
1,497
| – | – | 0.01% | 241 |
|
|
2023
Q1 | $105K | Buy |
+1,497
| New | +$105K | 0.01% | 225 |
|
|
2014
Q3 | – | Sell |
-120
| Closed | -$5K | – | 908 |
|
|
2014
Q2 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 612 |
|
|
2014
Q1 | – | Sell |
-108
| Closed | -$4K | – | 885 |
|
|
2013
Q4 | $4K | Hold |
108
| – | – | ﹤0.01% | 633 |
|
|
2013
Q3 | $4K | Sell |
108
-108
| -50% | -$4K | ﹤0.01% | 728 |
|
|
2013
Q2 | $7K | Buy |
+216
| New | +$7K | ﹤0.01% | 662 |
|