Monterey Private Wealth’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
Q1 | $210K | Buy |
2,470
+4
| +0.2% | +$340 | 0.06% | 133 |
|
|
2024
Q4 | $218K | Buy |
2,466
+5
| +0.2% | +$442 | 0.07% | 121 |
|
|
2024
Q3 | $217K | Buy |
+2,461
| New | +$217K | 0.07% | 121 |
|
|
2024
Q2 | – | Sell |
-2,452
| Closed | -$206K | – | 121 |
|
|
2024
Q1 | $206K | Buy |
+2,452
| New | +$206K | 0.08% | 110 |
|
|
2022
Q4 | – | Sell |
-3,542
| Closed | -$222K | – | 102 |
|
|
2022
Q3 | $222K | Buy |
+3,542
| New | +$222K | 0.13% | 85 |
|