Retirement Planning Group (Kansas)’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 | $770K | Sell |
8,369
-39
| -0.5% | -$3.59K | 0.03% | 173 |
|
|
2025
Q1 | $715K | Buy |
8,408
+41
| +0.5% | +$3.49K | 0.03% | 169 |
|
|
2024
Q4 | $740K | Buy |
8,367
+9
| +0.1% | +$796 | 0.04% | 160 |
|
|
2024
Q3 | $737K | Buy |
8,358
+5
| +0.1% | +$441 | 0.04% | 151 |
|
|
2024
Q2 | $677K | Sell |
8,353
-417
| -5% | -$33.8K | 0.04% | 136 |
|
|
2024
Q1 | $737K | Buy |
8,770
+4
| +0% | +$336 | 0.06% | 118 |
|
|
2023
Q4 | $681K | Sell |
8,766
-30
| -0.3% | -$2.33K | 0.06% | 100 |
|
|
2023
Q3 | $609K | Hold |
8,796
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $642K | Buy |
8,796
+807
| +10% | +$58.9K | 0.06% | 87 |
|
|
2023
Q1 | $559K | Buy |
7,989
+4
| +0.1% | +$280 | 0.06% | 84 |
|
|
2022
Q4 | $539K | Buy |
7,985
+11
| +0.1% | +$742 | 0.06% | 86 |
|
|
2022
Q3 | $496K | Sell |
7,974
-62
| -0.8% | -$3.86K | 0.06% | 85 |
|
|
2022
Q2 | $520K | Sell |
8,036
-1,046
| -12% | -$67.7K | 0.06% | 73 |
|
|
2022
Q1 | $709K | Sell |
9,082
-239
| -3% | -$18.7K | 0.08% | 63 |
|
|
2021
Q4 | $774K | Buy |
9,321
+7
| +0.1% | +$581 | 0.07% | 56 |
|
|
2021
Q3 | $729K | Hold |
9,314
| – | – | 0.08% | 46 |
|
|
2021
Q2 | $738K | Buy |
9,314
+5
| +0.1% | +$396 | 0.08% | 52 |
|
|
2021
Q1 | $688K | Buy |
9,309
+179
| +2% | +$13.2K | 0.09% | 42 |
|
|
2020
Q4 | $626K | Sell |
9,130
-173
| -2% | -$11.9K | 0.09% | 42 |
|
|
2020
Q3 | $534K | Sell |
9,303
-30
| -0.3% | -$1.72K | 0.09% | 42 |
|
|
2020
Q2 | $500K | Sell |
9,333
-679
| -7% | -$36.4K | 0.09% | 44 |
|
|
2020
Q1 | $432K | Buy |
10,012
+13
| +0.1% | +$561 | 0.1% | 39 |
|
|
2019
Q4 | $596K | Buy |
9,999
+8
| +0.1% | +$477 | 0.12% | 41 |
|
|
2019
Q3 | $559K | Sell |
9,991
-89
| -0.9% | -$4.98K | 0.12% | 40 |
|
|
2019
Q2 | $563K | Sell |
10,080
-20
| -0.2% | -$1.12K | 0.13% | 38 |
|
|
2019
Q1 | $545K | Buy |
10,100
+4
| +0% | +$216 | 0.13% | 39 |
|
|
2018
Q4 | $469K | Sell |
10,096
-524
| -5% | -$24.3K | 0.13% | 39 |
|
|
2018
Q3 | $585K | Sell |
10,620
-56
| -0.5% | -$3.09K | 0.15% | 31 |
|
|
2018
Q2 | $566K | Sell |
10,676
-260
| -2% | -$13.8K | 0.15% | 31 |
|
|
2018
Q1 | $564K | Buy |
10,936
+76
| +0.7% | +$3.92K | 0.15% | 29 |
|
|
2017
Q4 | $565K | Sell |
10,860
-316
| -3% | -$16.4K | 0.15% | 30 |
|
|
2017
Q3 | $551K | Buy |
11,176
+200
| +2% | +$9.86K | 0.16% | 29 |
|
|
2017
Q2 | $527K | Sell |
10,976
-140
| -1% | -$6.72K | 0.16% | 30 |
|
|
2017
Q1 | $520K | Sell |
11,116
-612
| -5% | -$28.6K | 0.16% | 32 |
|
|
2016
Q4 | $524K | Buy |
11,728
+176
| +2% | +$7.86K | 0.17% | 31 |
|
|
2016
Q3 | $503K | Sell |
11,552
-7,480
| -39% | -$326K | 0.16% | 31 |
|
|
2016
Q2 | $800K | Buy |
19,032
+136
| +0.7% | +$5.72K | 0.27% | 31 |
|
|
2016
Q1 | $770K | Sell |
18,896
-920
| -5% | -$37.5K | 0.27% | 31 |
|
|
2015
Q4 | $793K | Buy |
19,816
+916
| +5% | +$36.7K | 0.29% | 32 |
|
|
2015
Q3 | $735K | Buy |
18,900
+604
| +3% | +$23.5K | 0.32% | 32 |
|
|
2015
Q2 | $779K | Sell |
18,296
-64
| -0.3% | -$2.73K | 0.32% | 36 |
|
|
2015
Q1 | $795K | Sell |
18,360
-248
| -1% | -$10.7K | 0.32% | 39 |
|
|
2014
Q4 | $777K | Buy |
18,608
+168
| +0.9% | +$7.02K | 0.24% | 40 |
|
|
2014
Q3 | $730K | Hold |
18,440
| – | – | 0.23% | 38 |
|
|
2014
Q2 | $749K | Buy |
18,440
+452
| +3% | +$18.4K | 0.23% | 39 |
|
|
2014
Q1 | $696K | Buy |
17,988
+256
| +1% | +$9.91K | 0.22% | 40 |
|
|
2013
Q4 | $665K | Sell |
17,732
-2,644
| -13% | -$99.2K | 0.24% | 40 |
|
|
2013
Q3 | $708K | Buy |
20,376
+2,644
| +15% | +$91.9K | 0.26% | 41 |
|
|
2013
Q2 | $576K | Buy |
+17,732
| New | +$576K | 0.24% | 47 |
|