Knuff & Co’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 | $1.24M | Sell |
13,437
-3,196
| -19% | -$294K | 0.39% | 46 |
|
2025
Q1 | $1.41M | Buy |
16,633
+2,172
| +15% | +$185K | 0.47% | 38 |
|
2024
Q4 | $1.28M | Buy |
+14,461
| New | +$1.28M | 0.39% | 48 |
|
2022
Q1 | – | Sell |
-1,208
| Closed | -$100K | – | 150 |
|
2021
Q4 | $100K | Hold |
1,208
| – | – | 0.03% | 105 |
|
2021
Q3 | $94K | Hold |
1,208
| – | – | 0.04% | 94 |
|
2021
Q2 | $96K | Hold |
1,208
| – | – | 0.04% | 99 |
|
2021
Q1 | $89K | Hold |
1,208
| – | – | 0.04% | 97 |
|
2020
Q4 | $83K | Sell |
1,208
-84
| -7% | -$5.77K | 0.03% | 106 |
|
2020
Q3 | $74K | Buy |
+1,292
| New | +$74K | 0.03% | 101 |
|
2020
Q2 | – | Sell |
-620
| Closed | -$27K | – | 162 |
|
2020
Q1 | $27K | Hold |
620
| – | – | 0.02% | 118 |
|
2019
Q4 | $37K | Hold |
620
| – | – | 0.02% | 117 |
|
2019
Q3 | $35K | Buy |
+620
| New | +$35K | 0.02% | 108 |
|