Paragon Private Wealth Management’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 | $7.48M | Buy |
81,327
+2,101
| +3% | +$193K | 2.98% | 4 |
|
|
2025
Q1 | $6.74M | Buy |
79,226
+14,442
| +22% | +$1.23M | 3.13% | 3 |
|
|
2024
Q4 | $5.73M | Buy |
64,784
+5,997
| +10% | +$530K | 2.64% | 5 |
|
|
2024
Q3 | $5.18M | Buy |
58,787
+4,621
| +9% | +$407K | 2.57% | 5 |
|
|
2024
Q2 | $4.39M | Buy |
54,166
+7,240
| +15% | +$587K | 2.48% | 6 |
|
|
2024
Q1 | $3.95M | Buy |
46,926
+23,146
| +97% | +$1.95M | 2.35% | 7 |
|
|
2023
Q4 | $1.85M | Buy |
23,780
+5,012
| +27% | +$390K | 1.29% | 21 |
|
|
2023
Q3 | $1.3M | Buy |
18,768
+3,895
| +26% | +$270K | 1.07% | 28 |
|
|
2023
Q2 | $1.09M | Buy |
14,873
+4,222
| +40% | +$308K | 0.86% | 41 |
|
|
2023
Q1 | $745K | Buy |
+10,651
| New | +$745K | 0.63% | 56 |
|