Mission Wealth 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 | $757K | Buy |
8,228
+24
| +0.3% | +$2.21K | 0.02% | 360 |
|
|
2025
Q1 | $698K | Sell |
8,204
-57
| -0.7% | -$4.85K | 0.02% | 355 |
|
|
2024
Q4 | $730K | Sell |
8,261
-538
| -6% | -$47.6K | 0.02% | 331 |
|
|
2024
Q3 | $776K | Buy |
8,799
+62
| +0.7% | +$5.46K | 0.02% | 328 |
|
|
2024
Q2 | $708K | Sell |
8,737
-12
| -0.1% | -$973 | 0.02% | 320 |
|
|
2024
Q1 | $736K | Buy |
8,749
+1,584
| +22% | +$133K | 0.02% | 331 |
|
|
2023
Q4 | $557K | Sell |
7,165
-31
| -0.4% | -$2.41K | 0.02% | 338 |
|
|
2023
Q3 | $498K | Hold |
7,196
| – | – | 0.02% | 324 |
|
|
2023
Q2 | $526K | Sell |
7,196
-1,271
| -15% | -$92.8K | 0.02% | 324 |
|
|
2023
Q1 | $592K | Sell |
8,467
-849
| -9% | -$59.4K | 0.02% | 288 |
|
|
2022
Q4 | $628K | Buy |
9,316
+953
| +11% | +$64.3K | 0.03% | 270 |
|
|
2022
Q3 | $520K | Buy |
8,363
+500
| +6% | +$31.1K | 0.03% | 277 |
|
|
2022
Q2 | $508K | Buy |
7,863
+781
| +11% | +$50.5K | 0.03% | 282 |
|
|
2022
Q1 | $553K | Buy |
7,082
+128
| +2% | +$10K | 0.03% | 279 |
|
|
2021
Q4 | $577K | Buy |
6,954
+12
| +0.2% | +$996 | 0.03% | 270 |
|
|
2021
Q3 | $543K | Hold |
6,942
| – | – | 0.03% | 260 |
|
|
2021
Q2 | $550K | Buy |
6,942
+222
| +3% | +$17.6K | 0.03% | 261 |
|
|
2021
Q1 | $497K | Sell |
6,720
-160
| -2% | -$11.8K | 0.03% | 259 |
|
|
2020
Q4 | $472K | Buy |
6,880
+370
| +6% | +$25.4K | 0.03% | 251 |
|
|
2020
Q3 | $374K | Buy |
6,510
+14
| +0.2% | +$804 | 0.03% | 241 |
|
|
2020
Q2 | $348K | Buy |
6,496
+315
| +5% | +$16.9K | 0.03% | 229 |
|
|
2020
Q1 | $267K | Buy |
6,181
+1,000
| +19% | +$43.2K | 0.03% | 233 |
|
|
2019
Q4 | $309K | Buy |
5,181
+17
| +0.3% | +$1.01K | 0.03% | 249 |
|
|
2019
Q3 | $289K | Sell |
5,164
-1,088
| -17% | -$60.9K | 0.03% | 240 |
|
|
2019
Q2 | $349K | Sell |
6,252
-900
| -13% | -$50.2K | 0.04% | 215 |
|
|
2019
Q1 | $386K | Buy |
+7,152
| New | +$386K | 0.04% | 195 |
|