NewEdge Wealth’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 | $7.9M | Buy |
84,826
+3,421
| +4% | +$319K | 0.12% | 144 |
|
|
2025
Q1 | $6.93M | Buy |
81,405
+5,224
| +7% | +$444K | 0.13% | 137 |
|
|
2024
Q4 | $6.73M | Sell |
76,181
-1,128
| -1% | -$99.7K | 0.12% | 150 |
|
|
2024
Q3 | $6.81M | Sell |
77,309
-28,616
| -27% | -$2.52M | 0.12% | 148 |
|
|
2024
Q2 | $8.59M | Sell |
105,925
-1,063
| -1% | -$86.2K | 0.19% | 113 |
|
|
2024
Q1 | $8.58M | Buy |
106,988
+4,089
| +4% | +$328K | 0.19% | 118 |
|
|
2023
Q4 | $8M | Buy |
102,899
+47,091
| +84% | +$3.66M | 0.2% | 113 |
|
|
2023
Q3 | $3.86M | Buy |
55,808
+9,844
| +21% | +$682K | 0.12% | 154 |
|
|
2023
Q2 | $3.36M | Buy |
45,964
+38,961
| +556% | +$2.85M | 0.11% | 171 |
|
|
2023
Q1 | $490K | Buy |
7,003
+3,338
| +91% | +$233K | 0.02% | 410 |
|
|
2022
Q4 | $247K | Sell |
3,665
-6,683
| -65% | -$451K | 0.01% | 479 |
|
|
2022
Q3 | $643K | Buy |
10,348
+671
| +7% | +$41.7K | 0.03% | 317 |
|
|
2022
Q2 | $626K | Buy |
9,677
+3,655
| +61% | +$236K | 0.03% | 354 |
|
|
2022
Q1 | $470K | Buy |
6,022
+162
| +3% | +$12.6K | 0.02% | 309 |
|
|
2021
Q4 | $486K | Buy |
+5,860
| New | +$486K | 0.02% | 297 |
|