Personal CFO Solutions’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 | $302K | Buy |
+3,288
| New | +$302K | 0.06% | 327 |
|
|
2025
Q1 | – | Sell |
-3,475
| Closed | -$307K | – | 474 |
|
|
2024
Q4 | $307K | Buy |
+3,475
| New | +$307K | 0.06% | 316 |
|
|
2024
Q3 | – | Sell |
-2,486
| Closed | -$202K | – | 579 |
|
|
2024
Q2 | $202K | Hold |
2,486
| – | – | 0.03% | 508 |
|
|
2024
Q1 | $209K | Sell |
2,486
-448
| -15% | -$37.7K | 0.03% | 510 |
|
|
2023
Q4 | $228K | Sell |
2,934
-930
| -24% | -$72.3K | 0.04% | 452 |
|
|
2023
Q3 | $268K | Buy |
+3,864
| New | +$268K | 0.05% | 350 |
|
|
2022
Q1 | – | Sell |
-3,277
| Closed | -$272K | – | 496 |
|
|
2021
Q4 | $272K | Hold |
3,277
| – | – | 0.05% | 355 |
|
|
2021
Q3 | $256K | Hold |
3,277
| – | – | 0.05% | 349 |
|
|
2021
Q2 | $260K | Hold |
3,277
| – | – | 0.05% | 332 |
|
|
2021
Q1 | $242K | Sell |
3,277
-340
| -9% | -$25.1K | 0.05% | 328 |
|
|
2020
Q4 | $248K | Hold |
3,617
| – | – | 0.06% | 291 |
|
|
2020
Q3 | $0 | Sell |
3,617
-486
| -12% | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $220K | Sell |
4,103
-1,080
| -21% | -$57.9K | 0.07% | 266 |
|
|
2020
Q1 | $224K | Sell |
5,183
-301
| -5% | -$13K | 0.08% | 220 |
|
|
2019
Q4 | $327K | Hold |
5,484
| – | – | 0.09% | 189 |
|
|
2019
Q3 | $307K | Buy |
+5,484
| New | +$307K | 0.12% | 193 |
|