IHT 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 | $3.76M | Sell |
40,852
-828
| -2% | -$76.2K | 0.1% | 187 |
|
|
2025
Q1 | $3.56M | Sell |
41,680
-229
| -0.5% | -$19.6K | 0.11% | 183 |
|
|
2024
Q4 | $3.7M | Sell |
41,909
-1,366
| -3% | -$121K | 0.12% | 167 |
|
|
2024
Q3 | $3.85M | Sell |
43,275
-3,997
| -8% | -$355K | 0.11% | 193 |
|
|
2024
Q2 | $3.85M | Sell |
47,272
-1,796
| -4% | -$146K | 0.14% | 147 |
|
|
2024
Q1 | $4.13M | Sell |
49,068
-3,491
| -7% | -$294K | 0.17% | 125 |
|
|
2023
Q4 | $4.09M | Buy |
52,559
+9,943
| +23% | +$773K | 0.18% | 116 |
|
|
2023
Q3 | $2.95M | Buy |
42,616
+1,481
| +4% | +$103K | 0.15% | 139 |
|
|
2023
Q2 | $3M | Buy |
41,135
+8,260
| +25% | +$603K | 0.16% | 126 |
|
|
2023
Q1 | $2.3M | Buy |
32,875
+9,941
| +43% | +$695K | 0.13% | 155 |
|
|
2022
Q4 | $1.55M | Sell |
22,934
-9,494
| -29% | -$640K | 0.1% | 222 |
|
|
2022
Q3 | $2.02M | Buy |
32,428
+9,687
| +43% | +$602K | 0.15% | 147 |
|
|
2022
Q2 | $1.47M | Sell |
22,741
-725
| -3% | -$46.9K | 0.13% | 168 |
|
|
2022
Q1 | $1.83M | Sell |
23,466
-9,183
| -28% | -$717K | 0.14% | 157 |
|
|
2021
Q4 | $2.71M | Sell |
32,649
-68
| -0.2% | -$5.64K | 0.2% | 105 |
|
|
2021
Q3 | $2.56M | Sell |
32,717
-3,606
| -10% | -$282K | 0.21% | 104 |
|
|
2021
Q2 | $2.88M | Buy |
36,323
+1,012
| +3% | +$80.2K | 0.18% | 118 |
|
|
2021
Q1 | $2.61M | Buy |
35,311
+3,571
| +11% | +$264K | 0.19% | 119 |
|
|
2020
Q4 | $2.18M | Sell |
31,740
-453
| -1% | -$31.1K | 0.18% | 127 |
|
|
2020
Q3 | $1.85M | Buy |
32,193
+1,564
| +5% | +$89.7K | 0.19% | 119 |
|
|
2020
Q2 | $1.64M | Sell |
30,629
-1,126
| -4% | -$60.4K | 0.23% | 105 |
|
|
2020
Q1 | $1.37M | Buy |
31,755
+2,251
| +8% | +$97.2K | 0.2% | 123 |
|
|
2019
Q4 | $1.76M | Sell |
29,504
-745
| -2% | -$44.4K | 0.21% | 116 |
|
|
2019
Q3 | $1.69M | Sell |
30,249
-617
| -2% | -$34.6K | 0.23% | 102 |
|
|
2019
Q2 | $1.72M | Sell |
30,866
-224
| -0.7% | -$12.5K | 0.25% | 93 |
|
|
2019
Q1 | $1.68M | Buy |
31,090
+1,970
| +7% | +$106K | 0.28% | 89 |
|
|
2018
Q4 | $1.35M | Buy |
29,120
+21,228
| +269% | +$987K | 0.26% | 98 |
|
|
2018
Q3 | $435K | Sell |
7,892
-652
| -8% | -$35.9K | 0.09% | 248 |
|
|
2018
Q2 | $453K | Buy |
8,544
+384
| +5% | +$20.4K | 0.12% | 218 |
|
|
2018
Q1 | $412K | Sell |
8,160
-292
| -3% | -$14.7K | 0.11% | 218 |
|
|
2017
Q4 | $450K | Buy |
8,452
+792
| +10% | +$42.2K | 0.12% | 213 |
|
|
2017
Q3 | $381K | Sell |
7,660
-44,480
| -85% | -$2.21M | 0.16% | 148 |
|
|
2017
Q2 | $1.57K | Buy |
52,140
+25,028
| +92% | +$752 | 0.76% | 22 |
|
|
2017
Q1 | $911K | Buy |
27,112
+19,572
| +260% | +$658K | 0.61% | 31 |
|
|
2016
Q4 | $340K | Buy |
+7,540
| New | +$340K | 0.26% | 98 |
|