MainStreet Investment Advisors’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 | $210K | Buy |
+2,283
| New | +$210K | 0.03% | 153 |
|
|
2025
Q1 | – | Sell |
-2,660
| Closed | -$235K | – | 159 |
|
|
2024
Q4 | $235K | Hold |
2,660
| – | – | 0.03% | 144 |
|
|
2024
Q3 | $234K | Hold |
2,660
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $216K | Hold |
2,660
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $224K | Hold |
2,660
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $207K | Buy |
+2,660
| New | +$207K | 0.02% | 168 |
|
|
2022
Q2 | – | Sell |
-2,761
| Closed | -$215K | – | 181 |
|
|
2022
Q1 | $215K | Hold |
2,761
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $229K | Hold |
2,761
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $216K | Hold |
2,761
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $219K | Hold |
2,761
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $204K | Buy |
+2,761
| New | +$204K | 0.02% | 180 |
|