RKL Wealth 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 | $1.32M | Sell |
14,406
-5,490
| -28% | -$505K | 0.12% | 78 |
|
|
2025
Q1 | $1.69M | Sell |
19,896
-1,134
| -5% | -$96.5K | 0.16% | 75 |
|
|
2024
Q4 | $1.86M | Buy |
21,030
+6,467
| +44% | +$572K | 0.17% | 73 |
|
|
2024
Q3 | $1.28M | Sell |
14,563
-93
| -0.6% | -$8.2K | 0.12% | 76 |
|
|
2024
Q2 | $1.19M | Sell |
14,656
-104
| -0.7% | -$8.43K | 0.11% | 77 |
|
|
2024
Q1 | $1.24M | Sell |
14,760
-1,190
| -7% | -$100K | 0.12% | 73 |
|
|
2023
Q4 | $1.24M | Buy |
15,950
+1,272
| +9% | +$98.9K | 0.13% | 73 |
|
|
2023
Q3 | $1.02M | Buy |
14,678
+233
| +2% | +$16.1K | 0.12% | 77 |
|
|
2023
Q2 | $1.05M | Buy |
14,445
+31
| +0.2% | +$2.26K | 0.12% | 76 |
|
|
2023
Q1 | $1.01M | Buy |
14,414
+86
| +0.6% | +$6.01K | 0.13% | 77 |
|
|
2022
Q4 | $966K | Buy |
14,328
+133
| +0.9% | +$8.97K | 0.13% | 79 |
|
|
2022
Q3 | $882K | Sell |
14,195
-542
| -4% | -$33.7K | 0.13% | 80 |
|
|
2022
Q2 | $953K | Buy |
14,737
+14
| +0.1% | +$905 | 0.13% | 82 |
|
|
2022
Q1 | $1.15M | Buy |
14,723
+77
| +0.5% | +$6.01K | 0.14% | 80 |
|
|
2021
Q4 | $1.22M | Buy |
14,646
+25
| +0.2% | +$2.08K | 0.14% | 75 |
|
|
2021
Q3 | $1.14M | Buy |
14,621
+312
| +2% | +$24.4K | 0.15% | 74 |
|
|
2021
Q2 | $1.13M | Buy |
14,309
+72
| +0.5% | +$5.71K | 0.14% | 77 |
|
|
2021
Q1 | $1.05M | Buy |
14,237
+3,719
| +35% | +$275K | 0.14% | 78 |
|
|
2020
Q4 | $721K | Sell |
10,518
-299
| -3% | -$20.5K | 0.1% | 85 |
|
|
2020
Q3 | $621K | Sell |
10,817
-465
| -4% | -$26.7K | 0.1% | 83 |
|
|
2020
Q2 | $605K | Buy |
11,282
+2,245
| +25% | +$120K | 0.1% | 83 |
|
|
2020
Q1 | $390K | Sell |
9,037
-576
| -6% | -$24.9K | 0.08% | 89 |
|
|
2019
Q4 | $573K | Sell |
9,613
-74
| -0.8% | -$4.41K | 0.1% | 88 |
|
|
2019
Q3 | $542K | Sell |
9,687
-1,393
| -13% | -$77.9K | 0.1% | 90 |
|
|
2019
Q2 | $620K | Buy |
11,080
+95
| +0.9% | +$5.32K | 0.11% | 89 |
|
|
2019
Q1 | $590K | Buy |
10,985
+2,207
| +25% | +$119K | 0.12% | 92 |
|
|
2018
Q4 | $406K | Buy |
8,778
+746
| +9% | +$34.5K | 0.09% | 101 |
|
|
2018
Q3 | $445K | Buy |
8,032
+52
| +0.7% | +$2.88K | 0.09% | 103 |
|
|
2018
Q2 | $424K | Buy |
7,980
+312
| +4% | +$16.6K | 0.1% | 108 |
|
|
2018
Q1 | $394K | Sell |
7,668
-872
| -10% | -$44.8K | 0.09% | 107 |
|
|
2017
Q4 | $446K | Sell |
8,540
-8,284
| -49% | -$433K | 0.11% | 109 |
|
|
2017
Q3 | $830K | Sell |
16,824
-596
| -3% | -$29.4K | 0.23% | 85 |
|
|
2017
Q2 | $840K | Sell |
17,420
-3,652
| -17% | -$176K | 0.27% | 84 |
|
|
2017
Q1 | $986K | Buy |
21,072
+4,596
| +28% | +$215K | 0.4% | 52 |
|
|
2016
Q4 | $737K | Buy |
16,476
+104
| +0.6% | +$4.65K | 0.36% | 54 |
|
|
2016
Q3 | $713K | Buy |
16,372
+8,928
| +120% | +$389K | 0.36% | 51 |
|
|
2016
Q2 | $317K | Buy |
+7,444
| New | +$317K | 0.16% | 60 |
|