Paladin Advisory 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 | $31K | Hold |
337
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $28.7K | Hold |
337
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $29.8K | Hold |
337
| – | – | 0.02% | 169 |
|
|
2024
Q3 | $29.7K | Hold |
337
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $27.1K | Buy |
+337
| New | +$27.1K | 0.02% | 169 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 121 |
|
|
2022
Q2 | – | Sell |
-3,878
| Closed | -$304K | – | 122 |
|
|
2022
Q1 | $304K | Buy |
+3,878
| New | +$304K | 0.25% | 72 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 120 |
|