Narus Financial Partners’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 | $2.47M | Sell |
26,887
-4,815
| -15% | -$443K | 0.77% | 23 |
|
|
2025
Q1 | $2.7M | Buy |
31,702
+6,221
| +24% | +$529K | 0.92% | 19 |
|
|
2024
Q4 | $2.25M | Buy |
25,481
+18,543
| +267% | +$1.64M | 0.76% | 28 |
|
|
2024
Q3 | $612K | Buy |
6,938
+192
| +3% | +$16.9K | 0.22% | 66 |
|
|
2024
Q2 | $547K | Buy |
6,746
+864
| +15% | +$70.1K | 0.22% | 70 |
|
|
2024
Q1 | $495K | Buy |
5,882
+176
| +3% | +$14.8K | 0.21% | 76 |
|
|
2023
Q4 | $444K | Buy |
5,706
+947
| +20% | +$73.6K | 0.21% | 73 |
|
|
2023
Q3 | $330K | Buy |
4,759
+637
| +15% | +$44.1K | 0.17% | 83 |
|
|
2023
Q2 | $301K | Buy |
+4,122
| New | +$301K | 0.16% | 88 |
|