Peddock Capital Advisors’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 | $276K | Sell |
3,003
-120
| -4% | -$11K | 0.06% | 138 |
|
|
2025
Q1 | $266K | Sell |
3,123
-1,226
| -28% | -$104K | 0.07% | 139 |
|
|
2024
Q4 | $384K | Buy |
4,349
+48
| +1% | +$4.24K | 0.09% | 115 |
|
|
2024
Q3 | $379K | Hold |
4,301
| – | – | 0.09% | 119 |
|
|
2024
Q2 | $349K | Buy |
4,301
+100
| +2% | +$8.11K | 0.09% | 118 |
|
|
2024
Q1 | $353K | Hold |
4,201
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $327K | Buy |
4,201
+73
| +2% | +$5.67K | 0.1% | 119 |
|
|
2023
Q3 | $286K | Hold |
4,128
| – | – | 0.1% | 121 |
|
|
2023
Q2 | $301K | Sell |
4,128
-120
| -3% | -$8.76K | 0.1% | 122 |
|
|
2023
Q1 | $297K | Buy |
+4,248
| New | +$297K | 0.1% | 126 |
|