Magnus Financial Group’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 | $363K | Sell |
3,946
-67
| -2% | -$6.16K | 0.03% | 275 |
|
|
2025
Q1 | $341K | Sell |
4,013
-14
| -0.3% | -$1.19K | 0.03% | 271 |
|
|
2024
Q4 | $356K | Buy |
4,027
+14
| +0.3% | +$1.24K | 0.03% | 251 |
|
|
2024
Q3 | $354K | Buy |
4,013
+15
| +0.4% | +$1.32K | 0.04% | 250 |
|
|
2024
Q2 | $324K | Buy |
3,998
+10
| +0.3% | +$811 | 0.04% | 242 |
|
|
2024
Q1 | $335K | Buy |
3,988
+300
| +8% | +$25.2K | 0.04% | 233 |
|
|
2023
Q4 | $287K | Buy |
+3,688
| New | +$287K | 0.04% | 224 |
|
|
2022
Q2 | – | Sell |
-2,984
| Closed | -$233K | – | 293 |
|
|
2022
Q1 | $233K | Buy |
2,984
+329
| +12% | +$25.7K | 0.04% | 254 |
|
|
2021
Q4 | $220K | Buy |
2,655
+33
| +1% | +$2.73K | 0.04% | 232 |
|
|
2021
Q3 | $205K | Hold |
2,622
| – | – | 0.04% | 231 |
|
|
2021
Q2 | $208K | Buy |
+2,622
| New | +$208K | 0.05% | 225 |
|
|
2020
Q1 | – | Sell |
-7,961
| Closed | -$475K | – | 620 |
|
|
2019
Q4 | $475K | Buy |
7,961
+116
| +1% | +$6.92K | 0.07% | 156 |
|
|
2019
Q3 | $439K | Buy |
+7,845
| New | +$439K | 0.08% | 141 |
|