MONECO Advisors’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 | $1.23M | Sell |
13,404
-600
| -4% | -$55.2K | 0.11% | 174 |
|
|
2025
Q1 | $1.19M | Sell |
14,004
-959
| -6% | -$81.6K | 0.12% | 162 |
|
|
2024
Q4 | $1.32M | Buy |
14,963
+596
| +4% | +$52.7K | 0.14% | 150 |
|
|
2024
Q3 | $1.27M | Sell |
14,367
-177
| -1% | -$15.6K | 0.16% | 134 |
|
|
2024
Q2 | $1.18M | Sell |
14,544
-574
| -4% | -$46.5K | 0.17% | 130 |
|
|
2024
Q1 | $1.27M | Sell |
15,118
-1,214
| -7% | -$102K | 0.2% | 124 |
|
|
2023
Q4 | $1.27M | Buy |
16,332
+1,155
| +8% | +$89.8K | 0.24% | 107 |
|
|
2023
Q3 | $1.05M | Sell |
15,177
-308
| -2% | -$21.3K | 0.29% | 90 |
|
|
2023
Q2 | $1.13M | Sell |
15,485
-964
| -6% | -$70.4K | 0.31% | 84 |
|
|
2023
Q1 | $1.15M | Sell |
16,449
-1,297
| -7% | -$90.7K | 0.34% | 73 |
|
|
2022
Q4 | $1.2M | Sell |
17,746
-229
| -1% | -$15.4K | 0.43% | 53 |
|
|
2022
Q3 | $1.12M | Sell |
17,975
-2,194
| -11% | -$136K | 0.45% | 55 |
|
|
2022
Q2 | $1.3M | Sell |
20,169
-144
| -0.7% | -$9.31K | 0.51% | 47 |
|
|
2022
Q1 | $1.59M | Sell |
20,313
-21
| -0.1% | -$1.64K | 0.58% | 38 |
|
|
2021
Q4 | $1.55M | Buy |
20,334
+74
| +0.4% | +$5.65K | 0.58% | 39 |
|
|
2021
Q3 | $1.59M | Buy |
20,260
+7,919
| +64% | +$620K | 0.63% | 36 |
|
|
2021
Q2 | $978K | Buy |
12,341
+4,597
| +59% | +$364K | 0.45% | 55 |
|
|
2021
Q1 | $573K | Buy |
7,744
+2,025
| +35% | +$150K | 0.28% | 90 |
|
|
2020
Q4 | $406K | Buy |
5,719
+375
| +7% | +$26.6K | 0.22% | 103 |
|
|
2020
Q3 | $307K | Sell |
5,344
-218
| -4% | -$12.5K | 0.2% | 111 |
|
|
2020
Q2 | $298K | Sell |
5,562
-665
| -11% | -$35.6K | 0.23% | 100 |
|
|
2020
Q1 | $269K | Sell |
6,227
-3,735
| -37% | -$161K | 0.28% | 92 |
|
|
2019
Q4 | $610K | Sell |
9,962
-9
| -0.1% | -$551 | 0.43% | 57 |
|
|
2019
Q3 | $558K | Sell |
9,971
-323
| -3% | -$18.1K | 0.43% | 54 |
|
|
2019
Q2 | $575K | Sell |
10,294
-84
| -0.8% | -$4.69K | 0.46% | 49 |
|
|
2019
Q1 | $560K | Buy |
10,378
+947
| +10% | +$51.1K | 0.45% | 51 |
|
|
2018
Q4 | $438K | Buy |
+9,431
| New | +$438K | 0.51% | 44 |
|