Pacific Sun 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 | $236K | Hold |
2,565
| – | – | 0.12% | 172 |
|
|
2025
Q1 | $218K | Buy |
2,565
+25
| +1% | +$2.13K | 0.12% | 172 |
|
|
2024
Q4 | $225K | Sell |
2,540
-50
| -2% | -$4.42K | 0.12% | 169 |
|
|
2024
Q3 | $228K | Sell |
2,590
-430
| -14% | -$37.9K | 0.13% | 168 |
|
|
2024
Q2 | $245K | Hold |
3,020
| – | – | 0.14% | 154 |
|
|
2024
Q1 | $254K | Hold |
3,020
| – | – | 0.15% | 156 |
|
|
2023
Q4 | $235K | Hold |
3,020
| – | – | 0.15% | 158 |
|
|
2023
Q3 | $209K | Hold |
3,020
| – | – | 0.14% | 164 |
|
|
2023
Q2 | $211K | Buy |
+3,020
| New | +$211K | 0.14% | 166 |
|
|
2022
Q4 | $209K | Buy |
+3,100
| New | +$209K | 0.15% | 165 |
|
|
2022
Q3 | – | Sell |
-3,100
| Closed | -$200K | – | 173 |
|
|
2022
Q2 | $200K | Buy |
3,100
+10
| +0.3% | +$645 | 0.13% | 176 |
|
|
2022
Q1 | $241K | Buy |
3,090
+95
| +3% | +$7.41K | 0.13% | 169 |
|
|
2021
Q4 | $249K | Buy |
2,995
+255
| +9% | +$21.2K | 0.13% | 168 |
|
|
2021
Q3 | $214K | Buy |
+2,740
| New | +$214K | 0.12% | 168 |
|