Mitchell McLeod Pugh & Williams’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 | $342K | Hold |
3,722
| – | – | 0.06% | 213 |
|
|
2025
Q1 | $317K | Hold |
3,722
| – | – | 0.07% | 213 |
|
|
2024
Q4 | $329K | Hold |
3,722
| – | – | 0.07% | 206 |
|
|
2024
Q3 | $328K | Sell |
3,722
-358
| -9% | -$31.6K | 0.07% | 210 |
|
|
2024
Q2 | $331K | Hold |
4,080
| – | – | 0.08% | 204 |
|
|
2024
Q1 | $343K | Sell |
4,080
-18
| -0.4% | -$1.51K | 0.08% | 199 |
|
|
2023
Q4 | $319K | Hold |
4,098
| – | – | 0.08% | 198 |
|
|
2023
Q3 | $284K | Sell |
4,098
-612
| -13% | -$42.4K | 0.08% | 199 |
|
|
2023
Q2 | $344K | Hold |
4,710
| – | – | 0.1% | 187 |
|
|
2023
Q1 | $329K | Sell |
4,710
-1,330
| -22% | -$93K | 0.1% | 192 |
|
|
2022
Q4 | $407K | Buy |
6,040
+513
| +9% | +$34.6K | 0.14% | 164 |
|
|
2022
Q3 | $344K | Buy |
+5,527
| New | +$344K | 0.13% | 165 |
|