Olistico 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 | $210K | Sell |
2,285
-3
| -0.1% | -$276 | 0.12% | 94 |
|
|
2025
Q1 | $195K | Sell |
2,288
-483
| -17% | -$41.1K | 0.12% | 100 |
|
|
2024
Q4 | $245K | Buy |
2,771
+4
| +0.1% | +$354 | 0.14% | 92 |
|
|
2024
Q3 | $244K | Sell |
2,767
-96
| -3% | -$8.46K | 0.15% | 93 |
|
|
2024
Q2 | $232K | Buy |
2,863
+2
| +0.1% | +$162 | 0.15% | 93 |
|
|
2024
Q1 | $241K | Buy |
2,861
+3
| +0.1% | +$252 | 0.17% | 96 |
|
|
2023
Q4 | $222K | Buy |
+2,858
| New | +$222K | 0.17% | 99 |
|
|
2023
Q3 | – | Sell |
-2,849
| Closed | -$208K | – | 106 |
|
|
2023
Q2 | $208K | Buy |
+2,849
| New | +$208K | 0.18% | 107 |
|