Rockwood 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 | $344K | Hold |
3,743
| – | – | 0.03% | 75 |
|
|
2025
Q1 | $318K | Sell |
3,743
-207
| -5% | -$17.6K | 0.03% | 72 |
|
|
2024
Q4 | $349K | Buy |
+3,950
| New | +$349K | 0.04% | 63 |
|
|
2022
Q4 | – | Sell |
-5,541
| Closed | -$344K | – | 71 |
|
|
2022
Q3 | $344K | Hold |
5,541
| – | – | 0.11% | 49 |
|
|
2022
Q2 | $358K | Sell |
5,541
-3,310
| -37% | -$214K | 0.17% | 48 |
|
|
2022
Q1 | $691K | Buy |
8,851
+5,748
| +185% | +$449K | 0.33% | 32 |
|
|
2021
Q4 | $258K | Buy |
+3,103
| New | +$258K | 0.11% | 97 |
|