Pinnacle Wealth Management Advisory Group’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 | $1.45M | Hold |
15,798
| – | – | 0.12% | 115 |
|
|
2025
Q1 | $1.34M | Hold |
15,798
| – | – | 0.13% | 116 |
|
|
2024
Q4 | $1.4M | Buy |
15,798
+3,989
| +34% | +$353K | 0.13% | 112 |
|
|
2024
Q3 | $1.04M | Hold |
11,809
| – | – | 0.1% | 132 |
|
|
2024
Q2 | $957K | Hold |
11,809
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $993K | Hold |
11,809
| – | – | 0.11% | 131 |
|
|
2023
Q4 | $918K | Buy |
11,809
+2,635
| +29% | +$205K | 0.11% | 128 |
|
|
2023
Q3 | $635K | Hold |
9,174
| – | – | 0.08% | 150 |
|
|
2023
Q2 | $670K | Hold |
9,174
| – | – | 0.08% | 150 |
|
|
2023
Q1 | $641K | Hold |
9,174
| – | – | 0.09% | 156 |
|
|
2022
Q4 | $619K | Sell |
9,174
-5,920
| -39% | -$399K | 0.09% | 154 |
|
|
2022
Q3 | $938K | Buy |
15,094
+5,740
| +61% | +$357K | 0.16% | 107 |
|
|
2022
Q2 | $605K | Sell |
9,354
-13,655
| -59% | -$883K | 0.1% | 154 |
|
|
2022
Q1 | $1.8M | Buy |
23,009
+13,500
| +142% | +$1.05M | 0.26% | 93 |
|
|
2021
Q4 | $789K | Buy |
9,509
+6,124
| +181% | +$508K | 0.13% | 141 |
|
|
2021
Q3 | $265K | Buy |
+3,385
| New | +$265K | 0.06% | 190 |
|