Investment Advisory Group’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 | $795K | Hold |
8,642
| – | – | 0.24% | 79 |
|
|
2025
Q1 | $735K | Buy |
8,642
+44
| +0.5% | +$3.74K | 0.25% | 81 |
|
|
2024
Q4 | $760K | Sell |
8,598
-54
| -0.6% | -$4.77K | 0.25% | 76 |
|
|
2024
Q3 | $763K | Buy |
8,652
+144
| +2% | +$12.7K | 0.26% | 74 |
|
|
2024
Q2 | $690K | Sell |
8,508
-113
| -1% | -$9.16K | 0.27% | 72 |
|
|
2024
Q1 | $725K | Sell |
8,621
-515
| -6% | -$43.3K | 0.3% | 68 |
|
|
2023
Q4 | $710K | Sell |
9,136
-13
| -0.1% | -$1.01K | 0.33% | 60 |
|
|
2023
Q3 | $634K | Hold |
9,149
| – | – | 0.33% | 62 |
|
|
2023
Q2 | $668K | Buy |
9,149
+1
| +0% | +$73 | 0.34% | 60 |
|
|
2023
Q1 | $640K | Hold |
9,148
| – | – | 0.37% | 56 |
|
|
2022
Q4 | $617K | Buy |
9,148
+171
| +2% | +$11.5K | 0.38% | 54 |
|
|
2022
Q3 | $558K | Buy |
8,977
+531
| +6% | +$33K | 0.39% | 54 |
|
|
2022
Q2 | $546K | Hold |
8,446
| – | – | 0.37% | 57 |
|
|
2022
Q1 | $656K | Hold |
8,446
| – | – | 0.4% | 53 |
|
|
2021
Q4 | $659K | Buy |
+8,446
| New | +$659K | 0.42% | 49 |
|