Insigneo Advisory Services’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 | $1.05M | Buy |
11,364
+1,316
| +13% | +$121K | 0.09% | 181 |
|
|
2025
Q1 | $855K | Buy |
10,048
+830
| +9% | +$70.6K | 0.09% | 192 |
|
|
2024
Q4 | $815K | Buy |
9,218
+1,979
| +27% | +$175K | 0.08% | 187 |
|
|
2024
Q3 | $638K | Sell |
7,239
-328
| -4% | -$28.9K | 0.06% | 265 |
|
|
2024
Q2 | $605K | Buy |
7,567
+401
| +6% | +$32K | 0.07% | 252 |
|
|
2024
Q1 | $603K | Sell |
7,166
-2,461
| -26% | -$207K | 0.07% | 235 |
|
|
2023
Q4 | $748K | Buy |
9,627
+2,624
| +37% | +$204K | 0.11% | 174 |
|
|
2023
Q3 | $487K | Sell |
7,003
-307
| -4% | -$21.4K | 0.1% | 190 |
|
|
2023
Q2 | $534K | Buy |
+7,310
| New | +$534K | 0.1% | 182 |
|