PFW 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 | $16.8M | Sell |
183,040
-5,556
| -3% | -$511K | 5.18% | 5 |
|
|
2025
Q1 | $16M | Sell |
188,596
-4,403
| -2% | -$375K | 5.03% | 5 |
|
|
2024
Q4 | $17.1M | Buy |
+192,999
| New | +$17.1M | 5.25% | 5 |
|
|
2024
Q2 | $15.9M | Sell |
196,269
-5,919
| -3% | -$480K | 5.06% | 5 |
|
|
2024
Q1 | $17M | Sell |
202,188
-8,714
| -4% | -$733K | 5.2% | 5 |
|
|
2023
Q4 | $16.4M | Buy |
210,902
+5,085
| +2% | +$395K | 5.24% | 5 |
|
|
2023
Q3 | $14.3M | Buy |
205,817
+538
| +0.3% | +$37.3K | 5.03% | 6 |
|
|
2023
Q2 | $15.1M | Buy |
+205,279
| New | +$15.1M | 5.04% | 6 |
|
|
2019
Q3 | $17.3M | Buy |
+195,789
| New | +$17.3M | 5.22% | 5 |
|