Plan Group Financial’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 | $9.92M | Sell |
107,824
-18,842
| -15% | -$1.73M | 3.26% | 4 |
|
|
2025
Q1 | $10.8M | Buy |
126,666
+34,083
| +37% | +$2.9M | 3.85% | 4 |
|
|
2024
Q4 | $8.18M | Sell |
92,583
-296
| -0.3% | -$26.2K | 4.32% | 4 |
|
|
2024
Q3 | $8.19M | Buy |
92,879
+5,574
| +6% | +$491K | 4.32% | 6 |
|
|
2024
Q2 | $7.08M | Buy |
87,305
+5,165
| +6% | +$419K | 4.33% | 7 |
|
|
2024
Q1 | $6.91M | Buy |
82,140
+11,303
| +16% | +$950K | 4.54% | 6 |
|
|
2023
Q4 | $5.51M | Buy |
70,837
+19,500
| +38% | +$1.52M | 4.83% | 7 |
|
|
2023
Q3 | $3.56M | Buy |
51,337
+24,239
| +89% | +$1.68M | 2.56% | 14 |
|
|
2023
Q2 | $1.98M | Buy |
+27,098
| New | +$1.98M | 1.65% | 17 |
|