Pacific Center for Financial Services’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 | $41.2K | Hold |
448
| – | – | 0.01% | 204 |
|
2025
Q1 | $38.1K | Hold |
448
| – | – | 0.01% | 206 |
|
2024
Q4 | $39.6K | Hold |
448
| – | – | 0.01% | 204 |
|
2024
Q3 | $39.5K | Hold |
448
| – | – | 0.01% | 201 |
|
2024
Q2 | $36.3K | Hold |
448
| – | – | 0.01% | 200 |
|
2024
Q1 | $37.7K | Hold |
448
| – | – | 0.01% | 204 |
|
2023
Q4 | $34.8K | Hold |
448
| – | – | 0.01% | 192 |
|
2023
Q3 | $31K | Hold |
448
| – | – | 0.01% | 203 |
|
2023
Q2 | $32.7K | Hold |
448
| – | – | 0.01% | 192 |
|
2023
Q1 | $31.3K | Buy |
+448
| New | +$31.3K | 0.01% | 196 |
|
2022
Q3 | $28K | Hold |
448
| – | – | 0.01% | 200 |
|
2022
Q2 | $29K | Hold |
448
| – | – | 0.01% | 190 |
|
2022
Q1 | $35K | Hold |
448
| – | – | 0.01% | 184 |
|
2021
Q4 | $37K | Hold |
448
| – | – | 0.01% | 183 |
|
2021
Q3 | $35K | Hold |
448
| – | – | 0.02% | 187 |
|
2021
Q2 | $35K | Hold |
448
| – | – | 0.02% | 184 |
|
2021
Q1 | $33K | Hold |
448
| – | – | 0.02% | 178 |
|
2020
Q4 | $31K | Hold |
448
| – | – | 0.01% | 178 |
|
2020
Q3 | $26K | Hold |
448
| – | – | 0.01% | 159 |
|
2020
Q2 | $24K | Hold |
448
| – | – | 0.01% | 156 |
|
2020
Q1 | $19K | Hold |
448
| – | – | 0.01% | 155 |
|
2019
Q4 | $27K | Hold |
448
| – | – | 0.01% | 162 |
|
2019
Q3 | $25K | Hold |
448
| – | – | 0.01% | 162 |
|
2019
Q2 | $25K | Hold |
448
| – | – | 0.01% | 161 |
|
2019
Q1 | $24K | Hold |
448
| – | – | 0.01% | 151 |
|
2018
Q4 | $21K | Hold |
448
| – | – | 0.01% | 158 |
|
2018
Q3 | $25K | Hold |
448
| – | – | 0.01% | 156 |
|
2018
Q2 | $24K | Hold |
448
| – | – | 0.01% | 145 |
|
2018
Q1 | $23K | Hold |
448
| – | – | 0.01% | 144 |
|
2017
Q4 | $23K | Hold |
448
| – | – | 0.01% | 143 |
|
2017
Q3 | $22K | Hold |
448
| – | – | 0.01% | 141 |
|
2017
Q2 | $22K | Hold |
448
| – | – | 0.01% | 136 |
|
2017
Q1 | $21K | Hold |
448
| – | – | 0.01% | 135 |
|
2016
Q4 | $20K | Buy |
+448
| New | +$20K | 0.02% | 143 |
|