Moss Adams 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 | $624K | Sell |
6,786
-52
| -0.8% | -$4.78K | 0.06% | 115 |
|
|
2025
Q1 | $582K | Sell |
6,838
-200
| -3% | -$17K | 0.06% | 102 |
|
|
2024
Q4 | $622K | Hold |
7,038
| – | – | 0.07% | 88 |
|
|
2024
Q3 | $620K | Buy |
7,038
+1,223
| +21% | +$108K | 0.07% | 83 |
|
|
2024
Q2 | $471K | Hold |
5,815
| – | – | 0.07% | 83 |
|
|
2024
Q1 | $489K | Buy |
+5,815
| New | +$489K | 0.08% | 76 |
|
|
2023
Q4 | – | Sell |
-240
| Closed | -$17K | – | 152 |
|
|
2023
Q3 | $17K | Hold |
240
| – | – | 0.01% | 136 |
|
|
2023
Q2 | $17.5K | Sell |
240
-812
| -77% | -$59.3K | 0.01% | 122 |
|
|
2023
Q1 | $73.6K | Buy |
1,052
+672
| +177% | +$47K | 0.03% | 106 |
|
|
2022
Q4 | $25.6K | Buy |
+380
| New | +$25.6K | 0.01% | 136 |
|