New England Private Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New England Private Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.52M	Buy	58,581 +1,733	+3%	+$163K	0.81%	37
2025 Q1	$4.84M	Buy	56,848 +172	+0.3%	+$14.6K	0.75%	37
2024 Q4	$5.01M	Buy	56,676 +417	+0.7%	+$36.9K	0.79%	35
2024 Q3	$4.96M	Buy	56,259 +107	+0.2%	+$9.43K	0.8%	34
2024 Q2	$4.55M	Buy	56,152 +145	+0.3%	+$11.8K	0.79%	35
2024 Q1	$4.68M	Buy	56,007 +149	+0.3%	+$12.5K	0.82%	34
2023 Q4	$4.34M	Buy	55,858 +501	+0.9%	+$38.9K	0.8%	35
2023 Q3	$3.83M	Buy	55,357 +142	+0.3%	+$9.83K	0.8%	33
2023 Q2	$4.03M	Buy	55,215 +284	+0.5%	+$20.7K	0.81%	33
2023 Q1	$3.84M	Buy	54,931 +208	+0.4%	+$14.5K	0.78%	31
2022 Q4	$3.69M	Sell	54,723 -2,197	-4%	-$148K	0.78%	31
2022 Q3	$3.54M	Buy	56,920 +436	+0.8%	+$27.1K	0.83%	30
2022 Q2	$4.41M	Sell	56,484 -1	-0%	-$78	0.81%	29
2022 Q1	$4.41M	Buy	56,485 +156	+0.3%	+$12.2K	0.81%	29
2021 Q4	$4.68M	Buy	56,329 +2,080	+4%	+$173K	0.81%	30
2021 Q3	$4.24M	Buy	54,249 +162	+0.3%	+$12.7K	0.79%	28
2021 Q2	$4.29M	Buy	54,087 +120	+0.2%	+$9.51K	0.82%	27
2021 Q1	$3.99M	Buy	53,967 +127	+0.2%	+$9.39K	0.69%	34
2020 Q4	$3.69M	Buy	53,840 +5,352	+11%	+$367K	0.81%	26
2020 Q3	$2.78M	Buy	48,488 +188	+0.4%	+$10.8K	0.7%	28
2020 Q2	$2.59M	Buy	48,300 +144	+0.3%	+$7.73K	0.71%	30
2020 Q1	$2.08M	Sell	48,156 -760	-2%	-$32.8K	0.71%	30
2019 Q4	$2.92M	Buy	48,916 +213	+0.4%	+$12.7K	0.76%	29
2019 Q3	$2.73M	Buy	48,703 +178	+0.4%	+$9.96K	0.66%	32
2019 Q2	$2.71M	Buy	48,525 +165	+0.3%	+$9.22K	0.66%	32
2019 Q1	$2.61M	Buy	48,360 +163	+0.3%	+$8.79K	0.68%	31
2018 Q4	$2.24M	Buy	48,197 +1,529	+3%	+$71.1K	0.66%	33
2018 Q3	$2.57M	Buy	46,668 +192	+0.4%	+$10.6K	0.69%	28
2018 Q2	$2.47M	Hold	46,476	–	–	0.69%	30
2018 Q1	$2.4M	Buy	46,476 +156	+0.3%	+$8.05K	0.68%	32
2017 Q4	$2.41M	Buy	46,320 +204	+0.4%	+$10.6K	0.68%	32
2017 Q3	$2.27M	Buy	46,116 +384	+0.8%	+$18.9K	0.68%	32
2017 Q2	$2.2M	Hold	45,732	–	–	0.68%	32
2017 Q1	$2.13M	Buy	45,732 +152	+0.3%	+$7.07K	0.68%	32
2016 Q4	$2.04M	Buy	45,580 +264	+0.6%	+$11.8K	0.71%	29
2016 Q3	$1.98M	Sell	45,316 -152	-0.3%	-$6.63K	0.71%	32
2016 Q2	$1.91M	Hold	45,468	–	–	0.73%	30
2016 Q1	$1.85M	Buy	45,468 +208	+0.5%	+$8.47K	0.76%	31
2015 Q4	$1.81M	Buy	45,260 +392	+0.9%	+$15.7K	0.72%	33
2015 Q3	$1.75M	Sell	44,868 -2,832	-6%	-$110K	0.74%	32
2015 Q2	$2.03M	Hold	47,700	–	–	0.77%	33
2015 Q1	$2.06M	Buy	47,700 +3,136	+7%	+$135K	0.8%	30
2014 Q4	$1.86M	Buy	44,564 +12,200	+38%	+$509K	0.73%	32
2014 Q3	$1.28M	Hold	32,364	–	–	0.52%	40
2014 Q2	$1.32M	Hold	32,364	–	–	0.54%	40
2014 Q1	$1.25M	Hold	32,364	–	–	0.53%	38
2013 Q4	$1.21M	Hold	32,364	–	–	0.55%	38
2013 Q3	$1.13M	Hold	32,364	–	–	0.59%	36
2013 Q2	$1.05M	Buy	+32,364	New	+$1.05M	0.66%	31