McClarren Financial 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 | $358K | Buy |
3,890
+3,805
| +4,476% | +$350K | 0.23% | 53 |
|
|
2025
Q1 | $324K | Buy |
+85
| New | +$324K | 0.21% | 56 |
|
|
2024
Q4 | – | Sell |
-88
| Closed | -$336 | – | 261 |
|
|
2024
Q3 | $336 | Sell |
88
-74
| -46% | -$283 | 0.04% | 60 |
|
|
2024
Q2 | $315K | Sell |
162
-3,727
| -96% | -$7.25M | 0.22% | 56 |
|
|
2024
Q1 | $328K | Hold |
3,889
| – | – | 0.24% | 55 |
|
|
2023
Q4 | $302K | Sell |
3,889
-841
| -18% | -$65.3K | 0.23% | 56 |
|
|
2023
Q3 | $326K | Hold |
4,730
| – | – | 0.28% | 52 |
|
|
2023
Q2 | $345K | Hold |
4,730
| – | – | 0.29% | 53 |
|
|
2023
Q1 | $330K | Hold |
4,730
| – | – | 0.3% | 53 |
|
|
2022
Q4 | $319K | Hold |
4,730
| – | – | 0.3% | 52 |
|
|
2022
Q3 | $293K | Buy |
4,730
+67
| +1% | +$4.15K | 0.29% | 53 |
|
|
2022
Q2 | $301K | Sell |
4,663
-66
| -1% | -$4.26K | 0.96% | 23 |
|
|
2022
Q1 | $368K | Sell |
4,729
-1
| -0% | -$78 | 0.27% | 46 |
|
|
2021
Q4 | $393K | Sell |
4,730
-94
| -2% | -$7.81K | 0.27% | 44 |
|
|
2021
Q3 | $377K | Buy |
4,824
+66
| +1% | +$5.16K | 0.29% | 40 |
|
|
2021
Q2 | $377K | Sell |
4,758
-225
| -5% | -$17.8K | 0.31% | 37 |
|
|
2021
Q1 | $369K | Buy |
4,983
+1
| +0% | +$74 | 0.33% | 35 |
|
|
2020
Q4 | $341K | Buy |
+4,982
| New | +$341K | 0.33% | 34 |
|