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