PBMares 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 | $419K | Hold |
4,553
| – | – | 0.08% | 121 |
|
|
2025
Q1 | $387K | Hold |
4,553
| – | – | 0.08% | 123 |
|
|
2024
Q4 | $402K | Hold |
4,553
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $401K | Hold |
4,553
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $369K | Hold |
4,553
| – | – | 0.09% | 127 |
|
|
2024
Q1 | $383K | Hold |
4,553
| – | – | 0.1% | 124 |
|
|
2023
Q4 | $354K | Hold |
4,553
| – | – | 0.11% | 124 |
|
|
2023
Q3 | $315K | Hold |
4,553
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $333K | Hold |
4,553
| – | – | 0.12% | 127 |
|
|
2023
Q1 | $318K | Hold |
4,553
| – | – | 0.12% | 128 |
|
|
2022
Q4 | $307K | Hold |
4,553
| – | – | 0.12% | 122 |
|
|
2022
Q3 | $283K | Hold |
4,553
| – | – | 0.12% | 127 |
|
|
2022
Q2 | $294K | Hold |
4,553
| – | – | 0.13% | 122 |
|
|
2022
Q1 | $355K | Hold |
4,553
| – | – | 0.22% | 105 |
|
|
2021
Q4 | $378K | Hold |
4,553
| – | – | 0.16% | 110 |
|
|
2021
Q3 | $356K | Hold |
4,553
| – | – | 0.17% | 108 |
|
|
2021
Q2 | $361K | Hold |
4,553
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $337K | Hold |
4,553
| – | – | 0.28% | 101 |
|
|
2020
Q4 | $312K | Hold |
4,553
| – | – | 0.36% | 88 |
|
|
2020
Q3 | $261K | Hold |
4,553
| – | – | 0.38% | 83 |
|
|
2020
Q2 | $244K | Buy |
+4,553
| New | +$244K | 0.37% | 89 |
|
|
2020
Q1 | – | Sell |
-4,553
| Closed | -$271K | – | 121 |
|
|
2019
Q4 | $271K | Buy |
+4,553
| New | +$271K | 0.32% | 97 |
|