PFG Investments’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 | $1.7M | Buy |
18,451
+1,739
| +10% | +$160K | 0.1% | 195 |
|
|
2025
Q1 | $1.42M | Sell |
16,712
-493
| -3% | -$41.9K | 0.09% | 216 |
|
|
2024
Q4 | $1.52M | Sell |
17,205
-224
| -1% | -$19.8K | 0.09% | 204 |
|
|
2024
Q3 | $1.54M | Buy |
17,429
+1,011
| +6% | +$89.1K | 0.1% | 202 |
|
|
2024
Q2 | $1.33M | Sell |
16,418
-382
| -2% | -$31K | 0.1% | 204 |
|
|
2024
Q1 | $1.41M | Buy |
16,800
+3,576
| +27% | +$301K | 0.09% | 261 |
|
|
2023
Q4 | $1.03M | Buy |
13,224
+833
| +7% | +$64.7K | 0.19% | 133 |
|
|
2023
Q3 | $858K | Sell |
12,391
-2,919
| -19% | -$202K | 0.16% | 137 |
|
|
2023
Q2 | $1.12M | Buy |
15,310
+10,739
| +235% | +$784K | 0.2% | 112 |
|
|
2023
Q1 | $320K | Buy |
+4,571
| New | +$320K | 0.07% | 327 |
|