NFP Retirement Inc’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 | $391K | Buy |
4,248
+130
| +3% | +$12K | 0.03% | 228 |
|
|
2025
Q1 | $350K | Buy |
4,118
+2
| +0% | +$170 | 0.03% | 216 |
|
|
2024
Q4 | $364K | Sell |
4,116
-925
| -18% | -$81.8K | 0.03% | 217 |
|
|
2024
Q3 | $444K | Buy |
5,041
+5
| +0.1% | +$441 | 0.04% | 196 |
|
|
2024
Q2 | $408K | Buy |
5,036
+13
| +0.3% | +$1.05K | 0.03% | 200 |
|
|
2024
Q1 | $422K | Buy |
5,023
+4
| +0.1% | +$336 | 0.04% | 196 |
|
|
2023
Q4 | $390K | Buy |
5,019
+410
| +9% | +$31.9K | 0.07% | 167 |
|
|
2023
Q3 | $319K | Sell |
4,609
-144
| -3% | -$9.97K | 0.06% | 176 |
|
|
2023
Q2 | $347K | Buy |
4,753
+2
| +0% | +$146 | 0.06% | 175 |
|
|
2023
Q1 | $332K | Sell |
4,751
-458
| -9% | -$32K | 0.07% | 185 |
|
|
2022
Q4 | $351K | Buy |
5,209
+303
| +6% | +$20.4K | 0.08% | 175 |
|
|
2022
Q3 | $305K | Sell |
4,906
-880
| -15% | -$54.7K | 0.08% | 181 |
|
|
2022
Q2 | $374K | Buy |
5,786
+19
| +0.3% | +$1.23K | 0.09% | 160 |
|
|
2022
Q1 | $450K | Buy |
+5,767
| New | +$450K | 0.11% | 138 |
|