Poehling Capital Management’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 | $330K | Hold |
3,588
| – | – | 0.08% | 110 |
|
|
2025
Q1 | $305K | Hold |
3,588
| – | – | 0.08% | 114 |
|
|
2024
Q4 | $317K | Hold |
3,588
| – | – | 0.08% | 114 |
|
|
2024
Q3 | $316K | Hold |
3,588
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $291K | Hold |
3,588
| – | – | 0.08% | 116 |
|
|
2024
Q1 | $302K | Buy |
3,588
+512
| +17% | +$43.1K | 0.08% | 108 |
|
|
2023
Q4 | $239K | Hold |
3,076
| – | – | 0.08% | 114 |
|
|
2023
Q3 | $213K | Hold |
3,076
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $225K | Hold |
3,076
| – | – | 0.08% | 113 |
|
|
2023
Q1 | $215K | Hold |
3,076
| – | – | 0.07% | 111 |
|
|
2022
Q4 | $207K | Buy |
+3,076
| New | +$207K | 0.08% | 109 |
|
|
2022
Q2 | – | Sell |
-3,076
| Closed | -$240K | – | 138 |
|
|
2022
Q1 | $240K | Hold |
3,076
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $255K | Hold |
3,076
| – | – | 0.08% | 122 |
|
|
2021
Q3 | $241K | Hold |
3,076
| – | – | 0.08% | 123 |
|
|
2021
Q2 | $244K | Hold |
3,076
| – | – | 0.08% | 132 |
|
|
2021
Q1 | $227K | Hold |
3,076
| – | – | 0.08% | 138 |
|
|
2020
Q4 | $211K | Buy |
+3,076
| New | +$211K | 0.08% | 120 |
|
|
2018
Q3 | – | Sell |
-3,076
| Closed | -$163K | – | 191 |
|
|
2018
Q2 | $163K | Hold |
3,076
| – | – | 0.14% | 99 |
|
|
2018
Q1 | $159K | Hold |
3,076
| – | – | 0.13% | 99 |
|
|
2017
Q4 | $160K | Buy |
+3,076
| New | +$160K | 0.14% | 96 |
|