&Partners’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 | $16M | Buy |
174,305
+6,352
| +4% | +$582K | 0.12% | 166 |
|
|
2025
Q1 | $14.2M | Buy |
167,953
+5,404
| +3% | +$457K | 0.15% | 137 |
|
|
2024
Q4 | $14.5M | Buy |
162,549
+90,336
| +125% | +$8.05M | 0.17% | 126 |
|
|
2024
Q3 | $6.36M | Buy |
72,213
+38,211
| +112% | +$3.37M | 0.12% | 164 |
|
|
2024
Q2 | $2.76M | Buy |
34,002
+27,952
| +462% | +$2.27M | 0.12% | 174 |
|
|
2024
Q1 | $500K | Buy |
+6,050
| New | +$500K | 0.07% | 269 |
|