May Barnhard Investments’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 | $2.58M | Hold |
28,043
| – | – | 1.2% | 29 |
|
2025
Q1 | $2.39M | Hold |
28,043
| – | – | 1.19% | 29 |
|
2024
Q4 | $2.48M | Hold |
28,043
| – | – | 1.18% | 29 |
|
2024
Q3 | $2.47M | Hold |
28,043
| – | – | 1.21% | 29 |
|
2024
Q2 | $2.27M | Hold |
28,043
| – | – | 1.17% | 31 |
|
2024
Q1 | $2.36M | Hold |
28,043
| – | – | 1.18% | 31 |
|
2023
Q4 | $2.18M | Buy |
+28,043
| New | +$2.18M | 1.12% | 31 |
|