Richardson Capital 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 | $552K | Hold |
6,005
| – | – | 0.29% | 16 |
|
|
2025
Q1 | $511K | Hold |
6,005
| – | – | 0.32% | 15 |
|
|
2024
Q4 | $531K | Hold |
6,005
| – | – | 0.34% | 15 |
|
|
2024
Q3 | $529K | Hold |
6,005
| – | – | 0.37% | 15 |
|
|
2024
Q2 | $487K | Sell |
6,005
-258
| -4% | -$20.9K | 0.37% | 15 |
|
|
2024
Q1 | $527K | Buy |
6,263
+5,508
| +730% | +$463K | 0.43% | 14 |
|
|
2023
Q4 | $58.7K | Buy |
+755
| New | +$58.7K | 0.06% | 52 |
|