Impact Partnership Wealth’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 | $408K | Sell |
4,441
-951
| -18% | -$87.5K | 0.08% | 169 |
|
|
2025
Q1 | $459K | Buy |
5,392
+412
| +8% | +$35.1K | 0.1% | 127 |
|
|
2024
Q4 | $440K | Buy |
+4,980
| New | +$440K | 0.09% | 148 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$4.66K | – | 790 |
|
|
2023
Q4 | $4.66K | Sell |
60
-34
| -36% | -$2.64K | ﹤0.01% | 586 |
|
|
2023
Q3 | $6.51K | Sell |
94
-133
| -59% | -$9.21K | ﹤0.01% | 656 |
|
|
2023
Q2 | $16.6K | Buy |
+227
| New | +$16.6K | 0.01% | 367 |
|