Members Advisory Group’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 | $14.9M | Sell |
161,855
-43,532
| -21% | -$4M | 5.6% | 6 |
|
|
2025
Q1 | $17.5M | Sell |
205,387
-1,735
| -0.8% | -$148K | 7.3% | 6 |
|
|
2024
Q4 | $18.3M | Buy |
207,122
+183,080
| +762% | +$16.2M | 7.51% | 6 |
|
|
2024
Q3 | $2.12M | Buy |
24,042
+2,426
| +11% | +$214K | 1.06% | 18 |
|
|
2024
Q2 | $1.75M | Buy |
21,616
+18,600
| +617% | +$1.51M | 0.96% | 15 |
|
|
2024
Q1 | $254K | Buy |
+3,016
| New | +$254K | 0.14% | 23 |
|