Private Wealth Management Group’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 | $47.6K | Hold |
518
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $44.1K | Hold |
518
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $45.8K | Hold |
518
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $45.7K | Sell |
518
-279
| -35% | -$24.6K | 0.02% | 171 |
|
|
2024
Q2 | $64.6K | Buy |
797
+532
| +201% | +$43.1K | 0.03% | 138 |
|
|
2024
Q1 | $22.3K | Buy |
+265
| New | +$22.3K | 0.01% | 252 |
|