Resonant 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 | $2.43M | Buy |
26,391
+368
| +1% | +$33.8K | 0.15% | 105 |
|
|
2025
Q1 | $2.21M | Hold |
26,023
| – | – | 0.15% | 102 |
|
|
2024
Q4 | $2.3M | Hold |
26,023
| – | – | 0.17% | 101 |
|
|
2024
Q3 | $2.29M | Hold |
26,023
| – | – | 0.17% | 98 |
|
|
2024
Q2 | $2.11M | Hold |
26,023
| – | – | 0.17% | 101 |
|
|
2024
Q1 | $2.19M | Hold |
26,023
| – | – | 0.19% | 99 |
|
|
2023
Q4 | $2.02M | Hold |
26,023
| – | – | 0.2% | 100 |
|
|
2023
Q3 | $1.81M | Hold |
26,023
| – | – | 0.19% | 98 |
|
|
2023
Q2 | $1.9M | Sell |
26,023
-1,498
| -5% | -$109K | 0.21% | 95 |
|
|
2023
Q1 | $1.92M | Hold |
27,521
| – | – | 0.22% | 97 |
|
|
2022
Q4 | $1.86M | Buy |
27,521
+18,482
| +204% | +$1.25M | 0.23% | 95 |
|
|
2022
Q3 | $562K | Sell |
9,039
-343
| -4% | -$21.3K | 0.09% | 141 |
|
|
2022
Q2 | $607K | Buy |
9,382
+1,700
| +22% | +$110K | 0.09% | 134 |
|
|
2022
Q1 | $603K | Sell |
7,682
-798
| -9% | -$62.6K | 0.09% | 129 |
|
|
2021
Q4 | $704K | Buy |
8,480
+343
| +4% | +$28.5K | 0.11% | 107 |
|
|
2021
Q3 | $636K | Hold |
8,137
| – | – | 0.11% | 106 |
|
|
2021
Q2 | $645K | Buy |
+8,137
| New | +$645K | 0.12% | 96 |
|