Landmark Wealth Management (New York)’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 | $354K | Buy |
3,848
+122
| +3% | +$11.2K | 0.15% | 70 |
|
|
2025
Q1 | $317K | Buy |
3,726
+103
| +3% | +$8.76K | 0.14% | 66 |
|
|
2024
Q4 | $320K | Sell |
3,623
-35
| -1% | -$3.09K | 0.14% | 62 |
|
|
2024
Q3 | $322K | Buy |
+3,658
| New | +$322K | 0.14% | 62 |
|
|
2024
Q2 | – | Sell |
-3,660
| Closed | -$308K | – | 60 |
|
|
2024
Q1 | $308K | Sell |
3,660
-8
| -0.2% | -$673 | 0.14% | 61 |
|
|
2023
Q4 | $285K | Sell |
3,668
-89
| -2% | -$6.92K | 0.14% | 62 |
|
|
2023
Q3 | $260K | Buy |
+3,757
| New | +$260K | 0.15% | 64 |
|
|
2023
Q2 | – | Sell |
-3,755
| Closed | -$263K | – | 55 |
|
|
2023
Q1 | $263K | Buy |
3,755
+5
| +0.1% | +$350 | 0.15% | 65 |
|
|
2022
Q4 | $253K | Buy |
3,750
+5
| +0.1% | +$337 | 0.18% | 61 |
|
|
2022
Q3 | $233K | Buy |
+3,745
| New | +$233K | 0.18% | 58 |
|
|
2022
Q2 | – | Sell |
-7,920
| Closed | -$313K | – | 113 |
|
|
2022
Q1 | $313K | Buy |
+7,920
| New | +$313K | 0.16% | 59 |
|