Rise 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 | $43.3K | Buy |
471
+2
| +0.4% | +$184 | 0.02% | 272 |
|
|
2025
Q1 | $39.9K | Buy |
469
+1
| +0.2% | +$85 | 0.02% | 267 |
|
|
2024
Q4 | $41.4K | Buy |
468
+2
| +0.4% | +$177 | 0.02% | 275 |
|
|
2024
Q3 | $41.1K | Buy |
466
+2
| +0.4% | +$176 | 0.02% | 286 |
|
|
2024
Q2 | $37.6K | Buy |
464
+1
| +0.2% | +$81 | 0.02% | 297 |
|
|
2024
Q1 | $38.9K | Buy |
463
+1
| +0.2% | +$84 | 0.02% | 287 |
|
|
2023
Q4 | $35.9K | Buy |
462
+4
| +0.9% | +$311 | 0.03% | 193 |
|
|
2023
Q3 | $31.7K | Hold |
458
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $33.4K | Buy |
458
+2
| +0.4% | +$146 | 0.03% | 187 |
|
|
2023
Q1 | $31.9K | Buy |
456
+1
| +0.2% | +$70 | 0.02% | 199 |
|
|
2022
Q4 | $30.7K | Buy |
455
+2
| +0.4% | +$135 | 0.02% | 198 |
|
|
2022
Q3 | $28K | Buy |
453
+3
| +0.7% | +$185 | 0.02% | 213 |
|
|
2022
Q2 | $29K | Buy |
450
+1
| +0.2% | +$64 | 0.03% | 197 |
|
|
2022
Q1 | $35K | Buy |
449
+1
| +0.2% | +$78 | 0.03% | 188 |
|
|
2021
Q4 | $37.2K | Buy |
+448
| New | +$37.2K | 0.04% | 182 |
|