Oxford Financial Group’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 | $3M | Hold |
32,569
| – | – | 0.18% | 44 |
|
|
2025
Q1 | $2.77M | Sell |
32,569
-4,243
| -12% | -$361K | 0.19% | 44 |
|
|
2024
Q4 | $3.25M | Buy |
36,812
+14,041
| +62% | +$1.24M | 0.21% | 44 |
|
|
2024
Q3 | $2.01M | Sell |
22,771
-4,632
| -17% | -$408K | 0.13% | 56 |
|
|
2024
Q2 | $2.22M | Buy |
27,403
+12,452
| +83% | +$1.01M | 0.15% | 57 |
|
|
2024
Q1 | $1.26M | Sell |
14,951
-51
| -0.3% | -$4.29K | 0.09% | 72 |
|
|
2023
Q4 | $1.17M | Hold |
15,002
| – | – | 0.09% | 76 |
|
|
2023
Q3 | $1.04M | Hold |
15,002
| – | – | 0.09% | 75 |
|
|
2023
Q2 | $1.1M | Hold |
15,002
| – | – | 0.1% | 69 |
|
|
2023
Q1 | $1.05M | Hold |
15,002
| – | – | 0.12% | 65 |
|
|
2022
Q4 | $1.01M | Hold |
15,002
| – | – | 0.12% | 69 |
|
|
2022
Q3 | $932K | Hold |
15,002
| – | – | 0.14% | 65 |
|
|
2022
Q2 | $970K | Hold |
15,002
| – | – | 0.14% | 67 |
|
|
2022
Q1 | $1.17M | Hold |
15,002
| – | – | 0.15% | 65 |
|
|
2021
Q4 | $1.25M | Sell |
15,002
-388
| -3% | -$32.2K | 0.14% | 66 |
|
|
2021
Q3 | $1.2M | Buy |
15,390
+51
| +0.3% | +$3.99K | 0.15% | 61 |
|
|
2021
Q2 | $1.22M | Sell |
15,339
-133
| -0.9% | -$10.5K | 0.16% | 62 |
|
|
2021
Q1 | $1.14M | Hold |
15,472
| – | – | 0.16% | 58 |
|
|
2020
Q4 | $1.06M | Hold |
15,472
| – | – | 0.15% | 59 |
|
|
2020
Q3 | $888K | Sell |
15,472
-51
| -0.3% | -$2.93K | 0.14% | 64 |
|
|
2020
Q2 | $832K | Buy |
15,523
+51
| +0.3% | +$2.73K | 0.14% | 62 |
|
|
2020
Q1 | $668K | Sell |
15,472
-546
| -3% | -$23.6K | 0.13% | 67 |
|
|
2019
Q4 | $955K | Hold |
16,018
| – | – | 0.27% | 36 |
|
|
2019
Q3 | $896K | Hold |
16,018
| – | – | 0.28% | 33 |
|
|
2019
Q2 | $895K | Hold |
16,018
| – | – | 0.29% | 30 |
|
|
2019
Q1 | $864K | Sell |
16,018
-94
| -0.6% | -$5.07K | 0.31% | 31 |
|
|
2018
Q4 | $749K | Hold |
16,112
| – | – | 0.24% | 28 |
|
|
2018
Q3 | $888K | Buy |
16,112
+1,260
| +8% | +$69.4K | 0.41% | 18 |
|
|
2018
Q2 | $788K | Sell |
14,852
-52
| -0.3% | -$2.76K | 0.41% | 20 |
|
|
2018
Q1 | $769K | Buy |
+14,904
| New | +$769K | 0.44% | 19 |
|