ICW Investment 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 | $669K | Sell |
7,274
-42
| -0.6% | -$3.86K | 0.26% | 112 |
|
|
2025
Q1 | $622K | Hold |
7,316
| – | – | 0.25% | 112 |
|
|
2024
Q4 | $647K | Buy |
7,316
+2
| +0% | +$177 | 0.27% | 109 |
|
|
2024
Q3 | $645K | Hold |
7,314
| – | – | 0.27% | 109 |
|
|
2024
Q2 | $593K | Hold |
7,314
| – | – | 0.27% | 108 |
|
|
2024
Q1 | $615K | Sell |
7,314
-257
| -3% | -$21.6K | 0.27% | 108 |
|
|
2023
Q4 | $589K | Buy |
7,571
+3,219
| +74% | +$250K | 0.29% | 105 |
|
|
2023
Q3 | $301K | Buy |
+4,352
| New | +$301K | 0.16% | 125 |
|