KKM Financial’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 | $2.77M | Sell |
29,599
-670
| -2% | -$62.8K | 0.96% | 50 |
|
|
2025
Q1 | $2.62M | Sell |
30,269
-105
| -0.3% | -$9.1K | 1.11% | 35 |
|
|
2024
Q4 | $2.79M | Buy |
+30,374
| New | +$2.79M | 1.16% | 29 |
|
|
2024
Q3 | – | Sell |
-28,650
| Closed | -$2.23M | – | 148 |
|
|
2024
Q2 | $2.23M | Hold |
28,650
| – | – | 1.06% | 37 |
|
|
2024
Q1 | $2.41M | Buy |
+28,650
| New | +$2.41M | 1.17% | 31 |
|