Intrua Financial’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 | $487K | Hold |
5,292
| – | – | 0.07% | 213 |
|
|
2025
Q1 | $450K | Sell |
5,292
-1,312
| -20% | -$112K | 0.07% | 212 |
|
|
2024
Q4 | $584K | Sell |
6,604
-607
| -8% | -$53.7K | 0.09% | 172 |
|
|
2024
Q3 | $636K | Sell |
7,211
-634
| -8% | -$55.9K | 0.09% | 181 |
|
|
2024
Q2 | $636K | Sell |
7,845
-1,727
| -18% | -$140K | 0.09% | 181 |
|
|
2024
Q1 | $805K | Sell |
9,572
-100
| -1% | -$8.41K | 0.12% | 164 |
|
|
2023
Q4 | $752K | Sell |
9,672
-400
| -4% | -$31.1K | 0.11% | 167 |
|
|
2023
Q3 | $697K | Hold |
10,072
| – | – | 0.12% | 149 |
|
|
2023
Q2 | $736K | Sell |
10,072
-200
| -2% | -$14.6K | 0.12% | 148 |
|
|
2023
Q1 | $701K | Sell |
10,272
-488
| -5% | -$33.3K | 0.15% | 139 |
|
|
2022
Q4 | $746K | Buy |
10,760
+24
| +0.2% | +$1.66K | 0.17% | 133 |
|
|
2022
Q3 | $667K | Buy |
10,736
+35
| +0.3% | +$2.17K | 0.18% | 127 |
|
|
2022
Q2 | $692K | Hold |
10,701
| – | – | 0.15% | 151 |
|
|
2022
Q1 | $835K | Hold |
10,701
| – | – | 0.15% | 144 |
|
|
2021
Q4 | $888K | Buy |
10,701
+400
| +4% | +$33.2K | 0.16% | 133 |
|
|
2021
Q3 | $844K | Sell |
10,301
-45
| -0.4% | -$3.69K | 0.16% | 137 |
|
|
2021
Q2 | $837K | Sell |
10,346
-1,324
| -11% | -$107K | 0.2% | 106 |
|
|
2021
Q1 | $916K | Buy |
+11,670
| New | +$916K | 0.23% | 95 |
|