PFG 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 | – | Sell |
-4,421
| Closed | -$376K | – | 704 |
|
|
2025
Q1 | $376K | Buy |
4,421
+44
| +1% | +$3.74K | 0.02% | 539 |
|
|
2024
Q4 | $387K | Sell |
4,377
-136
| -3% | -$12K | 0.02% | 522 |
|
|
2024
Q3 | $398K | Sell |
4,513
-4,975
| -52% | -$438K | 0.03% | 512 |
|
|
2024
Q2 | $769K | Buy |
9,488
+1,446
| +18% | +$117K | 0.05% | 340 |
|
|
2024
Q1 | $676K | Buy |
8,042
+3,618
| +82% | +$304K | 0.05% | 339 |
|
|
2023
Q4 | $344K | Buy |
4,424
+712
| +19% | +$55.3K | 0.03% | 449 |
|
|
2023
Q3 | $257K | Buy |
+3,712
| New | +$257K | 0.02% | 504 |
|
|
2018
Q3 | – | Sell |
-3,912
| Closed | -$207K | – | 164 |
|
|
2018
Q2 | $207K | Buy |
3,912
+16
| +0.4% | +$847 | 0.18% | 136 |
|
|
2018
Q1 | $201K | Buy |
+3,896
| New | +$201K | 0.19% | 140 |
|