Peak Asset 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 | $283K | Hold |
3,075
| – | – | 0.05% | 121 |
|
|
2025
Q1 | $262K | Hold |
3,075
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $272K | Hold |
3,075
| – | – | 0.05% | 126 |
|
|
2024
Q3 | $271K | Hold |
3,075
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $249K | Sell |
3,075
-900
| -23% | -$73K | 0.05% | 130 |
|
|
2024
Q1 | $334K | Hold |
3,975
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $309K | Sell |
3,975
-1,295
| -25% | -$101K | 0.07% | 115 |
|
|
2023
Q3 | $365K | Hold |
5,270
| – | – | 0.09% | 101 |
|
|
2023
Q2 | $385K | Buy |
+5,270
| New | +$385K | 0.09% | 102 |
|