Integrated Advisors Network’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 | $6.48M | Buy |
70,442
+27,713
| +65% | +$2.55M | 0.29% | 87 |
|
|
2025
Q1 | $3.63M | Buy |
42,729
+424
| +1% | +$36.1K | 0.18% | 128 |
|
|
2024
Q4 | $3.74M | Sell |
42,305
-718
| -2% | -$63.5K | 0.18% | 136 |
|
|
2024
Q3 | $3.79M | Sell |
43,023
-191
| -0.4% | -$16.8K | 0.18% | 139 |
|
|
2024
Q2 | $3.5M | Sell |
43,214
-2,972
| -6% | -$241K | 0.18% | 145 |
|
|
2024
Q1 | $3.88M | Sell |
46,186
-183
| -0.4% | -$15.4K | 0.2% | 141 |
|
|
2023
Q4 | $3.6M | Sell |
46,369
-3,195
| -6% | -$248K | 0.2% | 141 |
|
|
2023
Q3 | $3.43M | Hold |
49,564
| – | – | 0.21% | 134 |
|
|
2023
Q2 | $3.62M | Sell |
49,564
-341
| -0.7% | -$24.9K | 0.21% | 130 |
|
|
2023
Q1 | $3.49M | Buy |
49,905
+960
| +2% | +$67.1K | 0.21% | 127 |
|
|
2022
Q4 | $3.3M | Sell |
48,945
-249
| -0.5% | -$16.8K | 0.21% | 137 |
|
|
2022
Q3 | $3.06M | Buy |
49,194
+36,080
| +275% | +$2.24M | 0.21% | 131 |
|
|
2022
Q2 | $848K | Buy |
13,114
+572
| +5% | +$37K | 0.06% | 308 |
|
|
2022
Q1 | $979K | Sell |
12,542
-252
| -2% | -$19.7K | 0.06% | 311 |
|
|
2021
Q4 | $1.06M | Sell |
12,794
-17
| -0.1% | -$1.41K | 0.06% | 268 |
|
|
2021
Q3 | $1M | Buy |
12,811
+1,497
| +13% | +$117K | 0.07% | 256 |
|
|
2021
Q2 | $897K | Buy |
11,314
+1,308
| +13% | +$104K | 0.07% | 237 |
|
|
2021
Q1 | $740K | Buy |
10,006
+1,281
| +15% | +$94.7K | 0.07% | 247 |
|
|
2020
Q4 | $598K | Buy |
8,725
+905
| +12% | +$62K | 0.07% | 255 |
|
|
2020
Q3 | $449K | Buy |
7,820
+36
| +0.5% | +$2.07K | 0.06% | 277 |
|
|
2020
Q2 | $417K | Buy |
7,784
+1,290
| +20% | +$69.1K | 0.05% | 283 |
|
|
2020
Q1 | $280K | Buy |
+6,494
| New | +$280K | 0.05% | 288 |
|