PPS&V Asset Management Consultants’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 | $1.11M | Hold |
12,074
| – | – | 0.7% | 15 |
|
|
2025
Q1 | $1.03M | Hold |
12,074
| – | – | 0.75% | 16 |
|
|
2024
Q4 | $1.07M | Hold |
12,074
| – | – | 0.72% | 16 |
|
|
2024
Q3 | $1.06M | Hold |
12,074
| – | – | 0.73% | 16 |
|
|
2024
Q2 | $979K | Sell |
12,074
-3,947
| -25% | -$320K | 0.7% | 16 |
|
|
2024
Q1 | $1.35M | Buy |
16,021
+23
| +0.1% | +$1.93K | 0.99% | 14 |
|
|
2023
Q4 | $1.24M | Buy |
15,998
+80
| +0.5% | +$6.22K | 0.95% | 15 |
|
|
2023
Q3 | $1.1M | Hold |
15,918
| – | – | 0.95% | 15 |
|
|
2023
Q2 | $1.16M | Buy |
15,918
+23
| +0.1% | +$1.68K | 0.94% | 15 |
|
|
2023
Q1 | $1.11M | Buy |
15,895
+32
| +0.2% | +$2.24K | 0.96% | 14 |
|
|
2022
Q4 | $1.07M | Buy |
+15,863
| New | +$1.07M | 1.02% | 14 |
|