PACK Private 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 | $352K | Hold |
3,822
| – | – | 0.19% | 30 |
|
|
2025
Q1 | $325K | Hold |
3,822
| – | – | 0.19% | 30 |
|
|
2024
Q4 | $338K | Hold |
3,822
| – | – | 0.2% | 30 |
|
|
2024
Q3 | $337K | Hold |
3,822
| – | – | 0.19% | 30 |
|
|
2024
Q2 | $310K | Hold |
3,822
| – | – | 0.19% | 30 |
|
|
2024
Q1 | $321K | Hold |
3,822
| – | – | 0.2% | 30 |
|
|
2023
Q4 | $297K | Hold |
3,822
| – | – | 0.2% | 31 |
|
|
2023
Q3 | $261K | Hold |
3,822
| – | – | 0.2% | 32 |
|
|
2023
Q2 | $279K | Hold |
3,822
| – | – | 0.21% | 32 |
|
|
2023
Q1 | $267K | Hold |
3,822
| – | – | 0.21% | 31 |
|
|
2022
Q4 | $258K | Hold |
3,822
| – | – | 0.22% | 29 |
|
|
2022
Q3 | $238K | Hold |
3,822
| – | – | 0.22% | 33 |
|
|
2022
Q2 | $247K | Hold |
3,822
| – | – | 0.23% | 33 |
|
|
2022
Q1 | $298K | Hold |
3,822
| – | – | 0.25% | 31 |
|
|
2021
Q4 | $317K | Buy |
+3,822
| New | +$317K | 0.25% | 31 |
|