Northwest Capital Management’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 | – | Sell |
-31
| Closed | -$2.65K | – | 398 |
|
|
2025
Q1 | $2.65K | Sell |
31
-3
| -9% | -$256 | ﹤0.01% | 385 |
|
|
2024
Q4 | $3.01K | Hold |
34
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $2.76K | Sell |
34
-339
| -91% | -$27.5K | ﹤0.01% | 390 |
|
|
2024
Q1 | $31.4K | Hold |
373
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $29K | Buy |
373
+37
| +11% | +$2.88K | 0.01% | 264 |
|
|
2023
Q3 | $23.3K | Hold |
336
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $24.6K | Buy |
+336
| New | +$24.6K | 0.01% | 274 |
|