Ridgewood Investments’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 | $85.3K | Hold |
928
| – | – | 0.04% | 266 |
|
|
2025
Q1 | $78.9K | Hold |
928
| – | – | 0.04% | 263 |
|
|
2024
Q4 | $82K | Hold |
928
| – | – | 0.04% | 257 |
|
|
2024
Q3 | $81.8K | Hold |
928
| – | – | 0.04% | 254 |
|
|
2024
Q2 | $75.2K | Buy |
+928
| New | +$75.2K | 0.04% | 267 |
|
|
2023
Q3 | – | Sell |
-928
| Closed | -$67.8K | – | 466 |
|
|
2023
Q2 | $67.8K | Hold |
928
| – | – | 0.04% | 283 |
|
|
2023
Q1 | $64.9K | Buy |
+928
| New | +$64.9K | 0.04% | 301 |
|