Hoxton Planning & 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 | $8.46M | Buy |
91,969
+1,855
| +2% | +$171K | 2.92% | 4 |
|
|
2025
Q1 | $7.67M | Sell |
90,114
-876
| -1% | -$74.5K | 2.92% | 3 |
|
|
2024
Q4 | $8.04M | Sell |
90,990
-4,901
| -5% | -$433K | 3.07% | 4 |
|
|
2024
Q3 | $8.45M | Buy |
95,891
+21,595
| +29% | +$1.9M | 3.27% | 3 |
|
|
2024
Q2 | $6.02M | Buy |
74,296
+725
| +1% | +$58.8K | 2.8% | 5 |
|
|
2024
Q1 | $6.19M | Sell |
73,571
-587
| -0.8% | -$49.4K | 2.96% | 3 |
|
|
2023
Q4 | $5.76M | Buy |
74,158
+893
| +1% | +$69.4K | 3.05% | 3 |
|
|
2023
Q3 | $5.07M | Buy |
73,265
+3,951
| +6% | +$274K | 3.29% | 4 |
|
|
2023
Q2 | $5.06M | Buy |
69,314
+22,457
| +48% | +$1.64M | 3.13% | 7 |
|
|
2023
Q1 | $3.28M | Sell |
46,857
-6,628
| -12% | -$463K | 1.8% | 12 |
|
|
2022
Q4 | $3.61M | Buy |
+53,485
| New | +$3.61M | 1.92% | 10 |
|