Merit Financial 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 | $2.68M | Sell |
29,163
-9,431
| -24% | -$867K | 0.03% | 429 |
|
|
2025
Q1 | $3.28M | Sell |
38,594
-7,353
| -16% | -$626K | 0.05% | 296 |
|
|
2024
Q4 | $4.06M | Buy |
45,947
+15,245
| +50% | +$1.35M | 0.07% | 224 |
|
|
2024
Q3 | $2.71M | Buy |
30,702
+26,586
| +646% | +$2.34M | 0.06% | 237 |
|
|
2024
Q2 | $334K | Buy |
4,116
+861
| +26% | +$69.8K | 0.01% | 690 |
|
|
2024
Q1 | $263K | Sell |
3,255
-517
| -14% | -$41.8K | 0.01% | 752 |
|
|
2023
Q4 | $293K | Buy |
3,772
+585
| +18% | +$45.5K | 0.01% | 627 |
|
|
2023
Q3 | $221K | Sell |
3,187
-277
| -8% | -$19.2K | 0.01% | 673 |
|
|
2023
Q2 | $253K | Sell |
3,464
-1,101
| -24% | -$80.4K | 0.01% | 636 |
|
|
2023
Q1 | $319K | Sell |
4,565
-57
| -1% | -$3.99K | 0.01% | 491 |
|
|
2022
Q4 | $312K | Buy |
4,622
+719
| +18% | +$48.5K | 0.01% | 531 |
|
|
2022
Q3 | $243K | Buy |
+3,903
| New | +$243K | 0.01% | 480 |
|