Kavar Capital Partners 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 | $327K | Hold |
3,558
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $303K | Hold |
3,558
| – | – | 0.05% | 139 |
|
|
2024
Q4 | $315K | Sell |
3,558
-42
| -1% | -$3.71K | 0.05% | 137 |
|
|
2024
Q3 | $317K | Sell |
3,600
-250
| -6% | -$22K | 0.05% | 141 |
|
|
2024
Q2 | $312K | Buy |
3,850
+164
| +4% | +$13.3K | 0.06% | 130 |
|
|
2024
Q1 | $310K | Sell |
3,686
-3,874
| -51% | -$326K | 0.06% | 128 |
|
|
2023
Q4 | $588K | Buy |
7,560
+3,530
| +88% | +$274K | 0.07% | 124 |
|
|
2023
Q3 | $279K | Sell |
4,030
-135
| -3% | -$9.35K | 0.06% | 131 |
|
|
2023
Q2 | $304K | Sell |
4,165
-85
| -2% | -$6.21K | 0.06% | 120 |
|
|
2023
Q1 | $297K | Sell |
4,250
-212
| -5% | -$14.8K | 0.06% | 129 |
|
|
2022
Q4 | $301K | Sell |
4,462
-105
| -2% | -$7.08K | 0.07% | 118 |
|
|
2022
Q3 | $284K | Sell |
4,567
-185
| -4% | -$11.5K | 0.07% | 122 |
|
|
2022
Q2 | $307K | Sell |
4,752
-436
| -8% | -$28.2K | 0.07% | 141 |
|
|
2022
Q1 | $405K | Sell |
5,188
-99
| -2% | -$7.73K | 0.09% | 119 |
|
|
2021
Q4 | $439K | Buy |
5,287
+99
| +2% | +$8.22K | 0.09% | 119 |
|
|
2021
Q3 | $406K | Buy |
5,188
+48
| +0.9% | +$3.76K | 0.09% | 133 |
|
|
2021
Q2 | $407K | Sell |
5,140
-133
| -3% | -$10.5K | 0.1% | 121 |
|
|
2021
Q1 | $390K | Hold |
5,273
| – | – | 0.11% | 112 |
|
|
2020
Q4 | $361K | Sell |
5,273
-147
| -3% | -$10.1K | 0.1% | 122 |
|
|
2020
Q3 | $311K | Sell |
5,420
-287
| -5% | -$16.5K | 0.1% | 120 |
|
|
2020
Q2 | $306K | Sell |
5,707
-27
| -0.5% | -$1.45K | 0.12% | 103 |
|
|
2020
Q1 | $248K | Buy |
+5,734
| New | +$248K | 0.12% | 99 |
|
|
2018
Q3 | – | Sell |
-244
| Closed | -$13K | – | 254 |
|
|
2018
Q2 | $13K | Hold |
244
| – | – | 0.01% | 299 |
|
|
2018
Q1 | $13K | Buy |
+244
| New | +$13K | 0.01% | 299 |
|
|
2016
Q1 | – | Sell |
-244
| Closed | -$9K | – | 239 |
|
|
2015
Q4 | $9K | Hold |
244
| – | – | 0.01% | 272 |
|
|
2015
Q3 | $9K | Hold |
244
| – | – | 0.01% | 286 |
|
|
2015
Q2 | $10K | Buy |
+244
| New | +$10K | 0.01% | 302 |
|
|
2014
Q2 | – | Sell |
-244
| Closed | -$9K | – | 289 |
|
|
2014
Q1 | $9K | Hold |
244
| – | – | 0.01% | 320 |
|
|
2013
Q4 | $9K | Buy |
+244
| New | +$9K | 0.01% | 302 |
|