IFG Advisory’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 | $401K | Buy |
4,358
+859
| +25% | +$79K | 0.02% | 522 |
|
|
2025
Q1 | $298K | Buy |
3,499
+942
| +37% | +$80.1K | 0.02% | 568 |
|
|
2024
Q4 | $226K | Buy |
+2,557
| New | +$226K | 0.01% | 612 |
|
|
2024
Q3 | – | Sell |
-2,609
| Closed | -$212K | – | 509 |
|
|
2024
Q2 | $212K | Buy |
+2,609
| New | +$212K | 0.01% | 582 |
|
|
2022
Q4 | – | Sell |
-16,911
| Closed | -$1.05M | – | 519 |
|
|
2022
Q3 | $1.05M | Buy |
+16,911
| New | +$1.05M | 0.1% | 207 |
|
|
2022
Q1 | – | Sell |
-2,411
| Closed | -$200K | – | 514 |
|
|
2021
Q4 | $200K | Buy |
+2,411
| New | +$200K | 0.02% | 480 |
|
|
2020
Q3 | – | Sell |
-4,232
| Closed | -$226K | – | 413 |
|
|
2020
Q2 | $226K | Buy |
+4,232
| New | +$226K | 0.04% | 356 |
|
|
2020
Q1 | – | Sell |
-4,895
| Closed | -$291K | – | 394 |
|
|
2019
Q4 | $291K | Buy |
4,895
+1
| +0% | +$59 | 0.05% | 318 |
|
|
2019
Q3 | $273K | Buy |
+4,894
| New | +$273K | 0.05% | 326 |
|