KOC
Koss-Olinger Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
176,176
-15,553
| -8% | -$1.43M | 1.33% | 19 |
|
|
2025
Q1 | $16.3M | Sell |
191,729
-4,233
| -2% | -$360K | 1.37% | 18 |
|
|
2024
Q4 | $17.3M | Sell |
195,962
-950
| -0.5% | -$84K | 1.52% | 19 |
|
|
2024
Q3 | $17.4M | Sell |
196,912
-1,833
| -0.9% | -$162K | 1.51% | 19 |
|
|
2024
Q2 | $16.1M | Buy |
+198,745
| New | +$16.1M | 1.49% | 18 |
|
|
2024
Q1 | – | Sell |
-201,759
| Closed | -$15.7M | – | 178 |
|
|
2023
Q4 | $15.7M | Sell |
201,759
-34,759
| -15% | -$2.7M | 1.54% | 14 |
|
|
2023
Q3 | $16.4M | Sell |
236,518
-195
| -0.1% | -$13.5K | 2.42% | 12 |
|
|
2023
Q2 | $17.3M | Sell |
236,713
-91
| -0% | -$6.65K | 2.01% | 12 |
|
|
2023
Q1 | $16.6M | Buy |
236,804
+5,386
| +2% | +$377K | 2.06% | 12 |
|
|
2022
Q4 | $15.6M | Buy |
+231,418
| New | +$15.6M | 2.25% | 11 |
|