Nvest Financial’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 | $1.87M | Sell |
20,339
-16,950
| -45% | -$1.56M | 0.97% | 32 |
|
|
2025
Q1 | $3.17M | Sell |
37,289
-1,644
| -4% | -$140K | 1.7% | 17 |
|
|
2024
Q4 | $3.44M | Buy |
38,933
+223
| +0.6% | +$19.7K | 1.75% | 14 |
|
|
2024
Q3 | $3.41M | Sell |
38,710
-808
| -2% | -$71.2K | 1.95% | 13 |
|
|
2024
Q2 | $3.2M | Buy |
39,518
+1,634
| +4% | +$132K | 1.97% | 15 |
|
|
2024
Q1 | $3.19M | Buy |
37,884
+541
| +1% | +$45.5K | 2.12% | 15 |
|
|
2023
Q4 | $2.9M | Buy |
37,343
+15,016
| +67% | +$1.17M | 2.28% | 15 |
|
|
2023
Q3 | $1.55M | Buy |
22,327
+947
| +4% | +$65.6K | 1.44% | 21 |
|
|
2023
Q2 | $1.56M | Buy |
21,380
+1,616
| +8% | +$118K | 1.37% | 23 |
|
|
2023
Q1 | $1.38M | Buy |
19,764
+6,293
| +47% | +$440K | 1.44% | 22 |
|
|
2022
Q4 | $909K | Sell |
13,471
-114
| -0.8% | -$7.69K | 1.14% | 29 |
|
|
2022
Q3 | $844K | Sell |
13,585
-5,380
| -28% | -$334K | 1.19% | 30 |
|
|
2022
Q2 | $1.23M | Sell |
18,965
-791
| -4% | -$51.1K | 1.29% | 26 |
|
|
2022
Q1 | $1.54M | Buy |
+19,756
| New | +$1.54M | 1.27% | 27 |
|