MidAtlantic Capital Management’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 | $832K | Sell |
9,042
-118
| -1% | -$10.9K | 0.59% | 45 |
|
|
2025
Q1 | $779K | Sell |
9,160
-265
| -3% | -$22.5K | 0.61% | 43 |
|
|
2024
Q4 | $833K | Sell |
9,425
-572
| -6% | -$50.6K | 0.61% | 44 |
|
|
2024
Q3 | $881K | Sell |
9,997
-188
| -2% | -$16.6K | 0.64% | 41 |
|
|
2024
Q2 | $826K | Sell |
10,185
-196
| -2% | -$15.9K | 0.69% | 36 |
|
|
2024
Q1 | $873K | Sell |
10,381
-24
| -0.2% | -$2.02K | 0.77% | 33 |
|
|
2023
Q4 | $809K | Buy |
+10,405
| New | +$809K | 0.79% | 33 |
|