Mason Investment Advisory Services’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 | $232K | Buy |
2,519
+1
| +0% | +$92 | 0.01% | 72 |
|
|
2025
Q1 | $214K | Sell |
2,518
-178
| -7% | -$15.1K | 0.01% | 74 |
|
|
2024
Q4 | $238K | Buy |
2,696
+2
| +0.1% | +$177 | 0.01% | 66 |
|
|
2024
Q3 | $237K | Buy |
2,694
+1
| +0% | +$88 | 0.01% | 68 |
|
|
2024
Q2 | $218K | Buy |
2,693
+37
| +1% | +$3K | 0.01% | 68 |
|
|
2024
Q1 | $223K | Hold |
2,656
| – | – | 0.02% | 62 |
|
|
2023
Q4 | $206K | Buy |
+2,656
| New | +$206K | 0.02% | 62 |
|
|
2022
Q2 | – | Sell |
-2,656
| Closed | -$207K | – | 95 |
|
|
2022
Q1 | $207K | Hold |
2,656
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $220K | Hold |
2,656
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $208K | Hold |
2,656
| – | – | 0.02% | 93 |
|
|
2021
Q2 | $210K | Buy |
+2,656
| New | +$210K | 0.02% | 92 |
|