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