Kingswood Wealth Advisors’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 | $334K | Buy |
3,629
+84
| +2% | +$7.73K | 0.03% | 537 |
|
|
2025
Q1 | $302K | Sell |
3,545
-728
| -17% | -$61.9K | 0.03% | 543 |
|
|
2024
Q4 | $378K | Buy |
4,273
+1,228
| +40% | +$109K | 0.03% | 527 |
|
|
2024
Q3 | $268K | Sell |
3,045
-588
| -16% | -$51.8K | 0.02% | 605 |
|
|
2024
Q2 | $295K | Buy |
3,633
+565
| +18% | +$45.8K | 0.03% | 525 |
|
|
2024
Q1 | $258K | Sell |
3,068
-90
| -3% | -$7.57K | 0.03% | 530 |
|
|
2023
Q4 | $245K | Sell |
3,158
-904
| -22% | -$70.3K | 0.03% | 529 |
|
|
2023
Q3 | $281K | Buy |
+4,062
| New | +$281K | 0.05% | 334 |
|