Morling Financial 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 | $55.2K | Hold |
600
| – | – | 0.02% | 82 |
|
|
2025
Q1 | $51K | Sell |
600
-12
| -2% | -$1.02K | 0.02% | 100 |
|
|
2024
Q4 | $54.1K | Hold |
612
| – | – | 0.02% | 92 |
|
|
2024
Q3 | $53.9K | Hold |
612
| – | – | 0.02% | 82 |
|
|
2024
Q2 | $49.6K | Hold |
612
| – | – | 0.02% | 73 |
|
|
2024
Q1 | $51.5K | Hold |
612
| – | – | 0.03% | 83 |
|
|
2023
Q4 | $47.6K | Hold |
612
| – | – | 0.04% | 66 |
|
|
2023
Q3 | $42.4K | Hold |
612
| – | – | 0.04% | 62 |
|
|
2023
Q2 | $44.7K | Hold |
612
| – | – | 0.04% | 63 |
|
|
2023
Q1 | $42.8K | Buy |
+612
| New | +$42.8K | 0.05% | 67 |
|