MidWestOne 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 | $1.67M | Sell |
18,133
-58
| -0.3% | -$5.33K | 0.22% | 107 |
|
2025
Q1 | $1.55M | Hold |
18,191
| – | – | 0.22% | 107 |
|
2024
Q4 | $1.61M | Sell |
18,191
-536
| -3% | -$47.4K | 0.23% | 94 |
|
2024
Q3 | $1.65M | Buy |
18,727
+701
| +4% | +$61.8K | 0.23% | 100 |
|
2024
Q2 | $1.46M | Buy |
18,026
+862
| +5% | +$69.9K | 0.26% | 101 |
|
2024
Q1 | $1.44M | Hold |
17,164
| – | – | 0.26% | 105 |
|
2023
Q4 | $1.33M | Buy |
17,164
+4,122
| +32% | +$320K | 0.25% | 99 |
|
2023
Q3 | $903K | Buy |
13,042
+3,071
| +31% | +$213K | 0.2% | 127 |
|
2023
Q2 | $728K | Buy |
9,971
+19
| +0.2% | +$1.39K | 0.16% | 167 |
|
2023
Q1 | $696K | Buy |
9,952
+3,732
| +60% | +$261K | 0.16% | 155 |
|
2022
Q4 | $420K | Buy |
+6,220
| New | +$420K | 0.09% | 195 |
|
2022
Q2 | – | Sell |
-2,640
| Closed | -$206K | – | 232 |
|
2022
Q1 | $206K | Buy |
+2,640
| New | +$206K | 0.04% | 233 |
|