Lindbrook Capital’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
Q1 | $582K | Buy |
6,837
+333
| +5% | +$28.3K | 0.05% | 202 |
|
|
2024
Q4 | $575K | Hold |
6,504
| – | – | 0.05% | 202 |
|
|
2024
Q3 | $573K | Sell |
6,504
-24
| -0.4% | -$2.12K | 0.05% | 206 |
|
|
2024
Q2 | $529K | Sell |
6,528
-15,310
| -70% | -$1.24M | 0.05% | 198 |
|
|
2024
Q1 | $1.84M | Buy |
21,838
+170
| +0.8% | +$14.3K | 0.17% | 82 |
|
|
2023
Q4 | $1.68M | Sell |
21,668
-223
| -1% | -$17.3K | 0.17% | 80 |
|
|
2023
Q3 | $1.52M | Sell |
21,891
-4,779
| -18% | -$331K | 0.17% | 82 |
|
|
2023
Q2 | $1.95M | Sell |
26,670
-750
| -3% | -$54.8K | 0.21% | 73 |
|
|
2023
Q1 | $1.92M | Buy |
27,420
+5,000
| +22% | +$350K | 0.22% | 67 |
|
|
2022
Q4 | $1.51M | Buy |
22,420
+14,071
| +169% | +$949K | 0.19% | 88 |
|
|
2022
Q3 | $519K | Hold |
8,349
| – | – | 0.09% | 133 |
|
|
2022
Q2 | $540K | Buy |
8,349
+2,150
| +35% | +$139K | 0.09% | 139 |
|
|
2022
Q1 | $484K | Hold |
6,199
| – | – | 0.07% | 167 |
|
|
2021
Q4 | $515K | Buy |
+6,199
| New | +$515K | 0.08% | 163 |
|