KMG Fiduciary Partners’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 | $378K | Buy |
4,109
+10
| +0.2% | +$920 | 0.03% | 245 |
|
|
2025
Q1 | $349K | Buy |
4,099
+101
| +3% | +$8.59K | 0.03% | 243 |
|
|
2024
Q4 | $353K | Buy |
3,998
+3
| +0.1% | +$265 | 0.03% | 233 |
|
|
2024
Q3 | $352K | Buy |
3,995
+17
| +0.4% | +$1.5K | 0.03% | 227 |
|
|
2024
Q2 | $323K | Buy |
3,978
+2
| +0.1% | +$162 | 0.03% | 205 |
|
|
2024
Q1 | $334K | Buy |
3,976
+93
| +2% | +$7.82K | 0.03% | 196 |
|
|
2023
Q4 | $302K | Buy |
3,883
+5
| +0.1% | +$389 | 0.04% | 198 |
|
|
2023
Q3 | $269K | Buy |
3,878
+25
| +0.6% | +$1.73K | 0.04% | 203 |
|
|
2023
Q2 | $281K | Sell |
3,853
-278
| -7% | -$20.3K | 0.04% | 205 |
|
|
2023
Q1 | $289K | Buy |
4,131
+19
| +0.5% | +$1.33K | 0.04% | 201 |
|
|
2022
Q4 | $277K | Hold |
4,112
| – | – | 0.05% | 206 |
|
|
2022
Q3 | $256K | Sell |
4,112
-326
| -7% | -$20.3K | 0.05% | 175 |
|
|
2022
Q2 | $287K | Sell |
4,438
-383
| -8% | -$24.8K | 0.05% | 174 |
|
|
2022
Q1 | $376K | Buy |
4,821
+5
| +0.1% | +$390 | 0.06% | 161 |
|
|
2021
Q4 | $400K | Buy |
+4,816
| New | +$400K | 0.06% | 152 |
|