River Wealth 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 | $37.1M | Buy |
402,940
+11,919
| +3% | +$1.1M | 4.61% | 3 |
|
|
2025
Q1 | $33.3M | Buy |
391,021
+7,518
| +2% | +$640K | 4.62% | 3 |
|
|
2024
Q4 | $33.9M | Buy |
383,503
+18,554
| +5% | +$1.64M | 4.49% | 3 |
|
|
2024
Q3 | $32.2M | Buy |
364,949
+9,419
| +3% | +$830K | 4.29% | 4 |
|
|
2024
Q2 | $28.8M | Buy |
355,530
+12,817
| +4% | +$1.04M | 4.13% | 4 |
|
|
2024
Q1 | $28.8M | Buy |
342,713
+17,364
| +5% | +$1.46M | 4.19% | 4 |
|
|
2023
Q4 | $25.3M | Buy |
325,349
+17,073
| +6% | +$1.33M | 4.04% | 4 |
|
|
2023
Q3 | $21.3M | Buy |
308,276
+9,350
| +3% | +$647K | 3.82% | 4 |
|
|
2023
Q2 | $21.8M | Buy |
298,926
+8,304
| +3% | +$606K | 3.7% | 4 |
|
|
2023
Q1 | $20.3M | Buy |
290,622
+15,897
| +6% | +$1.11M | 3.7% | 4 |
|
|
2022
Q4 | $18.5M | Buy |
274,725
+24,718
| +10% | +$1.67M | 3.57% | 3 |
|
|
2022
Q3 | $15.5M | Buy |
250,007
+18,291
| +8% | +$1.14M | 3.35% | 5 |
|
|
2022
Q2 | $15M | Buy |
231,716
+3,060
| +1% | +$198K | 2.76% | 6 |
|
|
2022
Q1 | $17.8M | Buy |
228,656
+18,019
| +9% | +$1.41M | 2.85% | 6 |
|
|
2021
Q4 | $17.5M | Buy |
210,637
+8,625
| +4% | +$716K | 2.71% | 6 |
|
|
2021
Q3 | $15.8M | Buy |
202,012
+11,949
| +6% | +$935K | 2.71% | 7 |
|
|
2021
Q2 | $15.1M | Buy |
190,063
+2,632
| +1% | +$209K | 2.64% | 8 |
|
|
2021
Q1 | $13.9M | Buy |
187,431
+15,652
| +9% | +$1.16M | 2.6% | 9 |
|
|
2020
Q4 | $11.8M | Buy |
171,779
+20,119
| +13% | +$1.38M | 2.55% | 8 |
|
|
2020
Q3 | $8.7M | Buy |
151,660
+15,427
| +11% | +$885K | 2.27% | 9 |
|
|
2020
Q2 | $7.3M | Buy |
136,233
+20,307
| +18% | +$1.09M | 2.22% | 9 |
|
|
2020
Q1 | $5.01M | Buy |
+115,926
| New | +$5.01M | 2% | 10 |
|
|
2019
Q1 | – | Sell |
-3,010
| Closed | -$140K | – | 330 |
|
|
2018
Q4 | $140K | Buy |
3,010
+1,054
| +54% | +$49K | 0.06% | 168 |
|
|
2018
Q3 | $108K | Hold |
1,956
| – | – | 0.04% | 200 |
|
|
2018
Q2 | $104K | Buy |
+1,956
| New | +$104K | 0.04% | 196 |
|