Keystone Wealth Services’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 | $225K | Hold |
2,448
| – | – | 0.05% | 258 |
|
|
2025
Q1 | $208K | Hold |
2,448
| – | – | 0.06% | 262 |
|
|
2024
Q4 | $216K | Hold |
2,448
| – | – | 0.06% | 243 |
|
|
2024
Q3 | $216K | Buy |
+2,448
| New | +$216K | 0.06% | 241 |
|
|
2024
Q2 | – | Sell |
-2,456
| Closed | -$207K | – | 234 |
|
|
2024
Q1 | $207K | Buy |
+2,456
| New | +$207K | 0.07% | 212 |
|
|
2023
Q3 | – | Sell |
-4,110
| Closed | -$300K | – | 209 |
|
|
2023
Q2 | $300K | Buy |
+4,110
| New | +$300K | 0.11% | 156 |
|