Prospera Financial Services’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 | $4.6M | Buy |
50,053
+13,405
| +37% | +$1.23M | 0.09% | 239 |
|
|
2025
Q1 | $3.12M | Buy |
36,648
+3,151
| +9% | +$268K | 0.07% | 276 |
|
|
2024
Q4 | $2.96M | Buy |
33,497
+5,777
| +21% | +$511K | 0.07% | 286 |
|
|
2024
Q3 | $2.44M | Buy |
27,720
+7,494
| +37% | +$661K | 0.06% | 300 |
|
|
2024
Q2 | $1.64M | Sell |
20,226
-840
| -4% | -$68.2K | 0.05% | 382 |
|
|
2024
Q1 | $1.77M | Buy |
21,066
+809
| +4% | +$68.1K | 0.05% | 351 |
|
|
2023
Q4 | $1.57M | Buy |
20,257
+80
| +0.4% | +$6.22K | 0.05% | 362 |
|
|
2023
Q3 | $1.4M | Buy |
20,177
+315
| +2% | +$21.8K | 0.05% | 346 |
|
|
2023
Q2 | $1.45M | Sell |
19,862
-1,401
| -7% | -$102K | 0.06% | 326 |
|
|
2023
Q1 | $1.49M | Buy |
21,263
+3,867
| +22% | +$271K | 0.06% | 316 |
|
|
2022
Q4 | $1.17M | Sell |
17,396
-6,886
| -28% | -$464K | 0.06% | 322 |
|
|
2022
Q3 | $1.51M | Sell |
24,282
-784
| -3% | -$48.8K | 0.08% | 280 |
|
|
2022
Q2 | $1.62M | Sell |
25,066
-724
| -3% | -$46.8K | 0.08% | 272 |
|
|
2022
Q1 | $2.02M | Buy |
25,790
+1,503
| +6% | +$117K | 0.08% | 271 |
|
|
2021
Q4 | $2.02M | Buy |
24,287
+493
| +2% | +$41K | 0.09% | 263 |
|
|
2021
Q3 | $1.86M | Buy |
23,794
+550
| +2% | +$43.1K | 0.09% | 249 |
|
|
2021
Q2 | $1.84M | Buy |
23,244
+913
| +4% | +$72.4K | 0.09% | 258 |
|
|
2021
Q1 | $1.65M | Sell |
22,331
-237
| -1% | -$17.5K | 0.1% | 245 |
|
|
2020
Q4 | $1.55M | Buy |
22,568
+20,289
| +890% | +$1.39M | 0.11% | 221 |
|
|
2020
Q3 | $131K | Sell |
2,279
-21,712
| -91% | -$1.25M | 0.05% | 340 |
|
|
2020
Q2 | $1.29M | Sell |
23,991
-730
| -3% | -$39.1K | 0.11% | 205 |
|
|
2020
Q1 | $1.07M | Sell |
24,721
-1,030
| -4% | -$44.5K | 0.11% | 198 |
|
|
2019
Q4 | $1.54M | Buy |
25,751
+11,047
| +75% | +$659K | 0.12% | 210 |
|
|
2019
Q3 | $823K | Buy |
14,704
+7,691
| +110% | +$430K | 0.08% | 207 |
|
|
2019
Q2 | $398K | Buy |
+7,013
| New | +$398K | 0.04% | 337 |
|
|
2018
Q4 | – | Sell |
-4,688
| Closed | -$254K | – | 424 |
|
|
2018
Q3 | $254K | Sell |
4,688
-1,040
| -18% | -$56.3K | 0.05% | 348 |
|
|
2018
Q2 | $305K | Hold |
5,728
| – | – | 0.04% | 347 |
|
|
2018
Q1 | $295K | Buy |
5,728
+140
| +3% | +$7.21K | 0.04% | 343 |
|
|
2017
Q4 | $295K | Sell |
5,588
-620
| -10% | -$32.7K | 0.05% | 309 |
|
|
2017
Q3 | $309K | Buy |
6,208
+428
| +7% | +$21.3K | 0.05% | 316 |
|
|
2017
Q2 | $274K | Buy |
+5,780
| New | +$274K | 0.04% | 329 |
|