Marquette Associates’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 | $110K | Hold |
1,197
| – | – | 0.11% | 24 |
|
|
2025
Q1 | $102K | Hold |
1,197
| – | – | 0.1% | 23 |
|
|
2024
Q4 | $106K | Buy |
+1,197
| New | +$106K | 0.09% | 25 |
|
|
2024
Q2 | – | Sell |
-1,256
| Closed | -$106K | – | 38 |
|
|
2024
Q1 | $106K | Buy |
1,256
+912
| +265% | +$76.7K | 0.07% | 27 |
|
|
2023
Q4 | $97.6K | Buy |
+344
| New | +$97.6K | 0.1% | 24 |
|