Plum Street 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 | $1.56M | Hold |
16,952
| – | – | 0.69% | 34 |
|
|
2025
Q1 | $1.44M | Sell |
16,952
-45
| -0.3% | -$3.83K | 0.69% | 36 |
|
|
2024
Q4 | $1.5M | Hold |
16,997
| – | – | 0.74% | 33 |
|
|
2024
Q3 | $1.5M | Hold |
16,997
| – | – | 0.76% | 34 |
|
|
2024
Q2 | $1.38M | Hold |
16,997
| – | – | 0.8% | 32 |
|
|
2024
Q1 | $1.5M | Sell |
16,997
-227
| -1% | -$20K | 0.76% | 34 |
|
|
2023
Q4 | $1.34M | Buy |
+17,224
| New | +$1.34M | 0.89% | 28 |
|