Moser Wealth 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 | $7.42M | Sell |
80,704
-4,196
| -5% | -$386K | 3.56% | 8 |
|
|
2025
Q1 | $7.22M | Sell |
84,900
-5,238
| -6% | -$446K | 3.79% | 8 |
|
|
2024
Q4 | $7.97M | Sell |
90,138
-3,151
| -3% | -$279K | 4.15% | 7 |
|
|
2024
Q3 | $8.22M | Sell |
93,289
-1,659
| -2% | -$146K | 4.26% | 7 |
|
|
2024
Q2 | $7.7M | Sell |
94,948
-5,609
| -6% | -$455K | 4.19% | 6 |
|
|
2024
Q1 | $8.46M | Sell |
100,557
-4,380
| -4% | -$368K | 4.71% | 5 |
|
|
2023
Q4 | $8.16M | Sell |
104,937
-4,062
| -4% | -$316K | 5.21% | 5 |
|
|
2023
Q3 | $7.55M | Buy |
108,999
+209
| +0.2% | +$14.5K | 5.3% | 5 |
|
|
2023
Q2 | $7.94M | Buy |
+108,790
| New | +$7.94M | 5.35% | 5 |
|
|
2022
Q4 | $7.6M | Sell |
112,636
-1,307
| -1% | -$88.2K | 5.73% | 4 |
|
|
2022
Q3 | $7.08M | Sell |
113,943
-1,285
| -1% | -$79.9K | 5.54% | 6 |
|
|
2022
Q2 | $7.45M | Sell |
115,228
-2,150
| -2% | -$139K | 5.54% | 5 |
|
|
2022
Q1 | $9.16M | Sell |
117,378
-2,094
| -2% | -$163K | 5.73% | 5 |
|
|
2021
Q4 | $9.92M | Buy |
119,472
+2
| +0% | +$166 | 6% | 4 |
|
|
2021
Q3 | $9.35M | Buy |
119,470
+200
| +0.2% | +$15.6K | 5.98% | 4 |
|
|
2021
Q2 | $9.45M | Buy |
119,270
+3,906
| +3% | +$310K | 6.09% | 4 |
|
|
2021
Q1 | $8.53M | Sell |
115,364
-1,050
| -0.9% | -$77.6K | 5.99% | 4 |
|
|
2020
Q4 | $7.98M | Sell |
116,414
-1,935
| -2% | -$133K | 5.88% | 5 |
|
|
2020
Q3 | $6.79M | Sell |
118,349
-1,197
| -1% | -$68.7K | 5.4% | 6 |
|
|
2020
Q2 | $6.41M | Sell |
119,546
-1,517
| -1% | -$81.3K | 6.11% | 5 |
|
|
2020
Q1 | $5.23M | Sell |
121,063
-6,730
| -5% | -$291K | 6.07% | 5 |
|
|
2019
Q4 | $7.62M | Buy |
+127,793
| New | +$7.62M | 7.32% | 3 |
|