MGO One Seven’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 | $388K | Sell |
4,218
-1,538
| -27% | -$141K | 0.01% | 805 |
|
|
2025
Q1 | $490K | Sell |
5,756
-327
| -5% | -$27.8K | 0.02% | 632 |
|
|
2024
Q4 | $538K | Buy |
6,083
+1,162
| +24% | +$103K | 0.02% | 600 |
|
|
2024
Q3 | $434K | Sell |
4,921
-769
| -14% | -$67.8K | 0.02% | 632 |
|
|
2024
Q2 | $461K | Buy |
5,690
+1,921
| +51% | +$156K | 0.02% | 586 |
|
|
2024
Q1 | $317K | Buy |
3,769
+172
| +5% | +$14.5K | 0.02% | 705 |
|
|
2023
Q4 | $280K | Buy |
3,597
+411
| +13% | +$31.9K | 0.02% | 719 |
|
|
2023
Q3 | $221K | Buy |
+3,186
| New | +$221K | 0.02% | 725 |
|
|
2022
Q4 | – | Sell |
-4,326
| Closed | -$268 | – | 761 |
|
|
2022
Q3 | $268 | Buy |
+4,326
| New | +$268 | 0.01% | 570 |
|
|
2021
Q1 | – | Sell |
-5,748
| Closed | -$394K | – | 564 |
|
|
2020
Q4 | $394K | Buy |
+5,748
| New | +$394K | 0.08% | 315 |
|