Integral 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 | $249K | Sell |
2,706
-1,100
| -29% | -$101K | 0.07% | 140 |
|
|
2025
Q1 | $324K | Sell |
3,806
-310
| -8% | -$26.4K | 0.1% | 126 |
|
|
2024
Q4 | $364K | Hold |
4,116
| – | – | 0.12% | 115 |
|
|
2024
Q3 | $363K | Sell |
4,116
-276
| -6% | -$24.3K | 0.12% | 118 |
|
|
2024
Q2 | $356K | Buy |
+4,392
| New | +$356K | 0.13% | 114 |
|
|
2022
Q2 | – | Sell |
-2,944
| Closed | -$230K | – | 84 |
|
|
2022
Q1 | $230K | Buy |
+2,944
| New | +$230K | 0.14% | 90 |
|