Keel Point’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 | $408K | Buy |
+4,434
| New | +$408K | 0.03% | 341 |
|
2021
Q3 | – | Sell |
-3,013
| Closed | -$239K | – | 279 |
|
2021
Q2 | $239K | Buy |
3,013
+1
| +0% | +$79 | 0.03% | 230 |
|
2021
Q1 | $223K | Buy |
3,012
+2
| +0.1% | +$148 | 0.02% | 243 |
|
2020
Q4 | $206K | Buy |
+3,010
| New | +$206K | 0.02% | 228 |
|