Motiv8 Investments’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 | $2.78M | Sell |
30,188
-865
| -3% | -$79.6K | 1.7% | 13 |
|
2025
Q1 | $2.64M | Sell |
31,053
-1,710
| -5% | -$145K | 1.75% | 13 |
|
2024
Q4 | $2.9M | Buy |
32,763
+1,812
| +6% | +$160K | 2.03% | 11 |
|
2024
Q3 | $2.73M | Buy |
30,951
+622
| +2% | +$54.8K | 1.84% | 13 |
|
2024
Q2 | $2.46M | Buy |
30,329
+2,609
| +9% | +$212K | 1.83% | 12 |
|
2024
Q1 | $2.33M | Buy |
27,720
+1,134
| +4% | +$95.4K | 1.81% | 15 |
|
2023
Q4 | $2.07M | Buy |
+26,586
| New | +$2.07M | 1.85% | 15 |
|