Prosperity Capital Advisors’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 | $1.59M | Buy |
17,249
+199
| +1% | +$18.3K | 0.15% | 89 |
|
|
2025
Q1 | $1.46M | Buy |
17,050
+8,325
| +95% | +$711K | 0.12% | 127 |
|
|
2024
Q4 | $771K | Sell |
8,725
-4,077
| -32% | -$360K | 0.06% | 184 |
|
|
2024
Q3 | $1.13M | Sell |
12,802
-4,136
| -24% | -$365K | 0.1% | 147 |
|
|
2024
Q2 | $1.37M | Sell |
16,938
-14,226
| -46% | -$1.15M | 0.15% | 103 |
|
|
2024
Q1 | $2.62M | Buy |
31,164
+26,021
| +506% | +$2.19M | 0.31% | 59 |
|
|
2023
Q4 | $400K | Sell |
5,143
-92
| -2% | -$7.15K | 0.04% | 168 |
|
|
2023
Q3 | $363K | Buy |
5,235
+117
| +2% | +$8.1K | 0.05% | 163 |
|
|
2023
Q2 | $374K | Buy |
+5,118
| New | +$374K | 0.05% | 165 |
|