Ironwood Wealth Management (Arizona)’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 | $368K | Sell |
3,998
-932
| -19% | -$85.7K | 0.13% | 27 |
|
|
2025
Q1 | $419K | Sell |
4,930
-511
| -9% | -$43.5K | 0.13% | 28 |
|
|
2024
Q4 | $481K | Sell |
5,441
-14
| -0.3% | -$1.24K | 0.15% | 29 |
|
|
2024
Q3 | $481K | Hold |
5,455
| – | – | 0.14% | 30 |
|
|
2024
Q2 | $442K | Sell |
5,455
-162
| -3% | -$13.1K | 0.14% | 31 |
|
|
2024
Q1 | $472K | Buy |
5,617
+127
| +2% | +$10.7K | 0.15% | 30 |
|
|
2023
Q4 | $427K | Sell |
5,490
-1
| -0% | -$78 | 0.14% | 29 |
|
|
2023
Q3 | $380K | Sell |
5,491
-58
| -1% | -$4.02K | 0.16% | 31 |
|
|
2023
Q2 | $405K | Hold |
5,549
| – | – | 0.15% | 29 |
|
|
2023
Q1 | $388K | Sell |
5,549
-232
| -4% | -$16.2K | 0.15% | 30 |
|
|
2022
Q4 | $390K | Hold |
5,781
| – | – | 0.16% | 30 |
|
|
2022
Q3 | $374K | Hold |
5,781
| – | – | 0.17% | 27 |
|
|
2022
Q2 | $374K | Sell |
5,781
-209
| -3% | -$13.5K | 0.17% | 27 |
|
|
2022
Q1 | $467K | Sell |
5,990
-1,052
| -15% | -$82K | 0.19% | 28 |
|
|
2021
Q4 | $585K | Hold |
7,042
| – | – | 0.26% | 22 |
|
|
2021
Q3 | $551K | Hold |
7,042
| – | – | 0.26% | 23 |
|
|
2021
Q2 | $559K | Sell |
7,042
-1,217
| -15% | -$96.6K | 0.32% | 24 |
|
|
2021
Q1 | $611K | Sell |
8,259
-1,113
| -12% | -$82.3K | 0.39% | 22 |
|
|
2020
Q4 | $642K | Sell |
9,372
-656
| -7% | -$44.9K | 0.4% | 22 |
|
|
2020
Q3 | $538K | Hold |
10,028
| – | – | 0.4% | 19 |
|
|
2020
Q2 | $538K | Sell |
10,028
-1,015
| -9% | -$54.5K | 0.4% | 19 |
|
|
2020
Q1 | $477K | Sell |
11,043
-299
| -3% | -$12.9K | 0.4% | 24 |
|
|
2019
Q4 | $676K | Sell |
11,342
-205
| -2% | -$12.2K | 0.47% | 22 |
|
|
2019
Q3 | $646K | Buy |
11,547
+760
| +7% | +$42.5K | 0.48% | 23 |
|
|
2019
Q2 | $603K | Sell |
10,787
-1,097
| -9% | -$61.3K | 0.46% | 21 |
|
|
2019
Q1 | $641K | Sell |
11,884
-509
| -4% | -$27.5K | 0.55% | 22 |
|
|
2018
Q4 | $576K | Buy |
12,393
+61
| +0.5% | +$2.84K | 0.56% | 21 |
|
|
2018
Q3 | $680K | Hold |
12,332
| – | – | 0.6% | 20 |
|
|
2018
Q2 | $654K | Buy |
+12,332
| New | +$654K | 0.61% | 20 |
|
|
2017
Q3 | $691K | Buy |
+14,012
| New | +$691K | 0.65% | 20 |
|