Provident Wealth Management’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 | $42.3K | Hold |
460
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $39.1K | Hold |
460
| – | – | 0.01% | 116 |
|
|
2024
Q4 | $40.7K | Buy |
+460
| New | +$40.7K | 0.01% | 108 |
|
|
2021
Q1 | – | Sell |
-31,774
| Closed | -$2.18M | – | 75 |
|
|
2020
Q4 | $2.18M | Sell |
31,774
-188
| -0.6% | -$12.9K | 2.53% | 12 |
|
|
2020
Q3 | $1.83M | Buy |
31,962
+3,723
| +13% | +$214K | 2.13% | 14 |
|
|
2020
Q2 | $1.51M | Buy |
28,239
+3,865
| +16% | +$207K | 1.67% | 23 |
|
|
2020
Q1 | $1.05M | Sell |
24,374
-488
| -2% | -$21.1K | 1.28% | 24 |
|
|
2019
Q4 | $1.48M | Buy |
+24,862
| New | +$1.48M | 1.32% | 26 |
|