Ken Fisher’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 | – | Sell |
-4,256
| Closed | -$362K | – | 1034 |
|
|
2025
Q1 | $362K | Buy |
4,256
+57
| +1% | +$4.85K | ﹤0.01% | 856 |
|
|
2024
Q4 | $371K | Buy |
+4,199
| New | +$371K | ﹤0.01% | 823 |
|
|
2024
Q3 | – | Sell |
-4,044
| Closed | -$328K | – | 968 |
|
|
2024
Q2 | $328K | Buy |
+4,044
| New | +$328K | ﹤0.01% | 863 |
|
|
2023
Q3 | – | Sell |
-3,848
| Closed | -$281K | – | 1223 |
|
|
2023
Q2 | $281K | Buy |
+3,848
| New | +$281K | ﹤0.01% | 965 |
|
|
2021
Q4 | – | Sell |
-3,542
| Closed | -$277K | – | 985 |
|
|
2021
Q3 | $277K | Sell |
3,542
-741
| -17% | -$57.9K | ﹤0.01% | 818 |
|
|
2021
Q2 | $339K | Buy |
4,283
+450
| +12% | +$35.6K | ﹤0.01% | 785 |
|
|
2021
Q1 | $283K | Buy |
3,833
+800
| +26% | +$59.1K | ﹤0.01% | 800 |
|
|
2020
Q4 | $208K | Buy |
+3,033
| New | +$208K | ﹤0.01% | 864 |
|
|
2019
Q3 | – | Sell |
-4,048
| Closed | -$226K | – | 853 |
|
|
2019
Q2 | $226K | Buy |
+4,048
| New | +$226K | ﹤0.01% | 782 |
|
|
2018
Q1 | – | Sell |
-13,400
| Closed | -$697K | – | 798 |
|
|
2017
Q4 | $697K | Buy |
+13,400
| New | +$697K | ﹤0.01% | 614 |
|
|
2017
Q3 | – | Sell |
-6,232
| Closed | -$299K | – | 805 |
|
|
2017
Q2 | $299K | Buy |
6,232
+1,780
| +40% | +$85.4K | ﹤0.01% | 652 |
|
|
2017
Q1 | $208K | Buy |
+4,452
| New | +$208K | ﹤0.01% | 684 |
|