My Personal CFO LLC’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 | $526K | Buy |
5,718
+3
| +0.1% | +$276 | 0.24% | 59 |
|
|
2025
Q1 | $486K | Buy |
5,715
+3
| +0.1% | +$255 | 0.24% | 57 |
|
|
2024
Q4 | $505K | Buy |
5,712
+4
| +0.1% | +$354 | 0.26% | 57 |
|
|
2024
Q3 | $503K | Sell |
5,708
-1,481
| -21% | -$131K | 0.28% | 59 |
|
|
2024
Q2 | $583K | Buy |
7,189
+2
| +0% | +$162 | 0.31% | 57 |
|
|
2024
Q1 | $604K | Buy |
7,187
+2
| +0% | +$168 | 0.35% | 57 |
|
|
2023
Q4 | $558K | Buy |
7,185
+3
| +0% | +$233 | 0.36% | 55 |
|
|
2023
Q3 | $497K | Hold |
7,182
| – | – | 0.4% | 52 |
|
|
2023
Q2 | $524K | Sell |
7,182
-8,029
| -53% | -$586K | 0.41% | 49 |
|
|
2023
Q1 | $1.06M | Buy |
15,211
+8,903
| +141% | +$622K | 0.91% | 31 |
|
|
2022
Q4 | $692K | Buy |
6,308
+3,003
| +91% | +$329K | 0.64% | 33 |
|
|
2022
Q3 | $457K | Sell |
3,305
-872
| -21% | -$121K | 0.69% | 36 |
|
|
2022
Q2 | $270K | Buy |
4,177
+1
| +0% | +$65 | 0.35% | 47 |
|
|
2022
Q1 | $326K | Buy |
4,176
+186
| +5% | +$14.5K | 0.34% | 44 |
|
|
2021
Q4 | $331K | Buy |
+3,990
| New | +$331K | 0.29% | 49 |
|