Mutual 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 | $329K | Buy |
3,450
+607
| +21% | +$57.9K | 0.01% | 952 |
|
|
2025
Q1 | $237K | Sell |
2,843
-295
| -9% | -$24.6K | 0.01% | 973 |
|
|
2024
Q4 | $286K | Sell |
3,138
-101
| -3% | -$9.2K | 0.01% | 893 |
|
|
2024
Q3 | $287K | Sell |
3,239
-4,509
| -58% | -$400K | 0.01% | 912 |
|
|
2024
Q2 | $653K | Sell |
7,748
-525
| -6% | -$44.3K | 0.02% | 617 |
|
|
2024
Q1 | $696K | Sell |
8,273
-231
| -3% | -$19.4K | 0.02% | 591 |
|
|
2023
Q4 | $661K | Sell |
8,504
-111
| -1% | -$8.63K | 0.02% | 579 |
|
|
2023
Q3 | $597K | Buy |
8,615
+351
| +4% | +$24.3K | 0.02% | 576 |
|
|
2023
Q2 | $604K | Sell |
8,264
-860
| -9% | -$62.8K | 0.02% | 579 |
|
|
2023
Q1 | $638K | Sell |
9,124
-161
| -2% | -$11.3K | 0.03% | 553 |
|
|
2022
Q4 | $626K | Buy |
9,285
+53
| +0.6% | +$3.58K | 0.03% | 532 |
|
|
2022
Q3 | $574K | Sell |
9,232
-651
| -7% | -$40.5K | 0.03% | 521 |
|
|
2022
Q2 | $639K | Buy |
9,883
+4,842
| +96% | +$313K | 0.04% | 462 |
|
|
2022
Q1 | $393K | Sell |
5,041
-1,969
| -28% | -$154K | 0.02% | 639 |
|
|
2021
Q4 | $582K | Sell |
7,010
-63
| -0.9% | -$5.23K | 0.03% | 532 |
|
|
2021
Q3 | $553K | Sell |
7,073
-3,935
| -36% | -$308K | 0.03% | 513 |
|
|
2021
Q2 | $872K | Buy |
11,008
+1,949
| +22% | +$154K | 0.05% | 386 |
|
|
2021
Q1 | $670K | Buy |
+9,059
| New | +$670K | 0.05% | 418 |
|
|
2019
Q2 | – | Sell |
-5,575
| Closed | -$301K | – | 574 |
|
|
2019
Q1 | $301K | Buy |
+5,575
| New | +$301K | 0.04% | 367 |
|