Monte 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 | $223K | Buy |
+2,422
| New | +$223K | 0.09% | 90 |
|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$210K | – | 84 |
|
|
2024
Q1 | $210K | Sell |
2,500
-1,149
| -31% | -$96.6K | 0.09% | 83 |
|
|
2023
Q4 | $284K | Sell |
3,649
-341
| -9% | -$26.5K | 0.13% | 78 |
|
|
2023
Q3 | $276K | Sell |
3,990
-620
| -13% | -$42.9K | 0.14% | 77 |
|
|
2023
Q2 | $337K | Buy |
4,610
+1,490
| +48% | +$109K | 0.16% | 72 |
|
|
2023
Q1 | $218K | Buy |
+3,120
| New | +$218K | 0.12% | 83 |
|