PrairieView Wealth Partners’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 | $9.33M | Buy |
101,499
+1,005
| +1% | +$92.4K | 9.69% | 3 |
|
|
2025
Q1 | $8.55M | Sell |
100,494
-45,204
| -31% | -$3.85M | 10.45% | 3 |
|
|
2024
Q4 | $12.9M | Sell |
145,698
-1,595
| -1% | -$141K | 13.92% | 3 |
|
|
2024
Q3 | $13M | Sell |
147,293
-22,334
| -13% | -$1.97M | 14.03% | 3 |
|
|
2024
Q2 | $13.8M | Buy |
169,627
+131,736
| +348% | +$10.7M | 11.72% | 3 |
|
|
2024
Q1 | $3.19M | Buy |
37,891
+15,395
| +68% | +$1.29M | 2.89% | 9 |
|
|
2023
Q4 | $1.75M | Buy |
+22,496
| New | +$1.75M | 1.75% | 11 |
|