Romano Brothers & Co’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 | $218K | Hold |
2,375
| – | – | 0.03% | 296 |
|
|
2025
Q1 | $202K | Sell |
2,375
-529
| -18% | -$45K | 0.03% | 300 |
|
|
2024
Q4 | $257K | Sell |
2,904
-355
| -11% | -$31.4K | 0.03% | 275 |
|
|
2024
Q3 | $287K | Buy |
3,259
+89
| +3% | +$7.84K | 0.04% | 268 |
|
|
2024
Q2 | $257K | Hold |
3,170
| – | – | 0.04% | 270 |
|
|
2024
Q1 | $267K | Hold |
3,170
| – | – | 0.04% | 271 |
|
|
2023
Q4 | $246K | Sell |
3,170
-1,164
| -27% | -$90.5K | 0.04% | 270 |
|
|
2023
Q3 | $300K | Hold |
4,334
| – | – | 0.05% | 249 |
|
|
2023
Q2 | $317K | Hold |
4,334
| – | – | 0.05% | 251 |
|
|
2023
Q1 | $303K | Sell |
4,334
-40
| -0.9% | -$2.8K | 0.05% | 255 |
|
|
2022
Q4 | $295K | Hold |
4,374
| – | – | 0.04% | 256 |
|
|
2022
Q3 | $272K | Buy |
+4,374
| New | +$272K | 0.04% | 259 |
|