Norris Perne & French’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 | $201K | Buy |
+2,187
| New | +$201K | 0.01% | 152 |
|
|
2022
Q1 | – | Sell |
-3,308
| Closed | -$275K | – | 161 |
|
|
2021
Q4 | $275K | Hold |
3,308
| – | – | 0.02% | 122 |
|
|
2021
Q3 | $259K | Hold |
3,308
| – | – | 0.02% | 121 |
|
|
2021
Q2 | $262K | Hold |
3,308
| – | – | 0.02% | 120 |
|
|
2021
Q1 | $245K | Hold |
3,308
| – | – | 0.02% | 118 |
|
|
2020
Q4 | $227K | Buy |
+3,308
| New | +$227K | 0.02% | 147 |
|
|
2020
Q1 | – | Sell |
-3,608
| Closed | -$215K | – | 130 |
|
|
2019
Q4 | $215K | Buy |
+3,608
| New | +$215K | 0.03% | 134 |
|
|
2017
Q4 | – | Sell |
-4,060
| Closed | -$200K | – | 152 |
|
|
2017
Q3 | $200K | Buy |
+4,060
| New | +$200K | 0.03% | 149 |
|