Patriot Investment Management 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 | $1.24M | Hold |
13,484
| – | – | 0.09% | 98 |
|
|
2025
Q1 | $1.15M | Hold |
13,484
| – | – | 0.09% | 99 |
|
|
2024
Q4 | $1.19M | Hold |
13,484
| – | – | 0.09% | 101 |
|
|
2024
Q3 | $1.19M | Hold |
13,484
| – | – | 0.09% | 102 |
|
|
2024
Q2 | $1.09M | Hold |
13,484
| – | – | 0.09% | 103 |
|
|
2024
Q1 | $1.13M | Hold |
13,484
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $1.05M | Sell |
13,484
-130
| -1% | -$10.1K | 0.09% | 99 |
|
|
2023
Q3 | $943K | Sell |
13,614
-151
| -1% | -$10.5K | 0.09% | 108 |
|
|
2023
Q2 | $1.01M | Hold |
13,765
| – | – | 0.08% | 107 |
|
|
2023
Q1 | $962K | Sell |
13,765
-95
| -0.7% | -$6.64K | 0.08% | 112 |
|
|
2022
Q4 | $1.01M | Sell |
13,860
-330
| -2% | -$23.9K | 0.09% | 107 |
|
|
2022
Q3 | $881K | Sell |
14,190
-58
| -0.4% | -$3.6K | 0.09% | 111 |
|
|
2022
Q2 | $921K | Sell |
14,248
-246
| -2% | -$15.9K | 0.09% | 109 |
|
|
2022
Q1 | $1.13M | Buy |
14,494
+906
| +7% | +$70.7K | 0.1% | 106 |
|
|
2021
Q4 | $1.13M | Hold |
13,588
| – | – | 0.1% | 108 |
|
|
2021
Q3 | $1.06M | Sell |
13,588
-886
| -6% | -$69.2K | 0.1% | 111 |
|
|
2021
Q2 | $1.15M | Sell |
14,474
-168
| -1% | -$13.3K | 0.11% | 102 |
|
|
2021
Q1 | $1.08M | Sell |
14,642
-291
| -2% | -$21.5K | 0.11% | 103 |
|
|
2020
Q4 | $1.02M | Sell |
14,933
-1,198
| -7% | -$82.1K | 0.15% | 76 |
|
|
2020
Q3 | $925K | Sell |
16,131
-359
| -2% | -$20.6K | 0.11% | 99 |
|
|
2020
Q2 | $884K | Sell |
16,490
-349
| -2% | -$18.7K | 0.11% | 101 |
|
|
2020
Q1 | $726K | Sell |
16,839
-666
| -4% | -$28.7K | 0.11% | 102 |
|
|
2019
Q4 | $1.04M | Sell |
17,505
-602
| -3% | -$35.9K | 0.13% | 101 |
|
|
2019
Q3 | $995K | Sell |
18,107
-439
| -2% | -$24.1K | 0.14% | 101 |
|
|
2019
Q2 | $447K | Sell |
18,546
-2,820
| -13% | -$68K | 0.06% | 155 |
|
|
2019
Q1 | $1.15M | Buy |
+21,366
| New | +$1.15M | 0.17% | 80 |
|