Prosperity Consulting Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
12,154
+7,450
| +158% | +$685K | 0.08% | 207 |
|
|
2025
Q1 | $400K | Sell |
4,704
-55
| -1% | -$4.68K | 0.03% | 330 |
|
|
2024
Q4 | $421K | Hold |
4,759
| – | – | 0.03% | 332 |
|
|
2024
Q3 | $419K | Sell |
4,759
-137
| -3% | -$12.1K | 0.03% | 332 |
|
|
2024
Q2 | $397K | Sell |
4,896
-259
| -5% | -$21K | 0.05% | 218 |
|
|
2024
Q1 | $433K | Buy |
5,155
+417
| +9% | +$35.1K | 0.05% | 226 |
|
|
2023
Q4 | $368K | Buy |
4,738
+1,657
| +54% | +$129K | 0.12% | 138 |
|
|
2023
Q3 | $213K | Buy |
+3,081
| New | +$213K | 0.1% | 140 |
|