Morris Financial Concepts’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 | $125K | Hold |
1,364
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $116K | Hold |
1,364
| – | – | 0.05% | 141 |
|
|
2024
Q4 | $121K | Hold |
1,364
| – | – | 0.05% | 133 |
|
|
2024
Q3 | $120K | Hold |
1,364
| – | – | 0.05% | 134 |
|
|
2024
Q2 | $111K | Hold |
1,364
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $115K | Hold |
1,364
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $106K | Hold |
1,364
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $94.5K | Hold |
1,364
| – | – | 0.06% | 95 |
|
|
2023
Q2 | $99.6K | Hold |
1,364
| – | – | 0.06% | 94 |
|
|
2023
Q1 | $95.4K | Hold |
1,364
| – | – | 0.07% | 93 |
|
|
2022
Q4 | $92K | Hold |
1,364
| – | – | 0.07% | 86 |
|
|
2022
Q3 | $85K | Hold |
1,364
| – | – | 0.09% | 73 |
|
|
2022
Q2 | $88K | Hold |
1,364
| – | – | 0.08% | 77 |
|
|
2022
Q1 | $106K | Hold |
1,364
| – | – | 0.09% | 77 |
|
|
2021
Q4 | $113K | Buy |
+1,364
| New | +$113K | 0.09% | 69 |
|