Roundview Capital’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 | $1.62M | Hold |
17,638
| – | – | 0.11% | 169 |
|
|
2025
Q1 | $1.5M | Buy |
17,638
+4,480
| +34% | +$381K | 0.11% | 166 |
|
|
2024
Q4 | $1.16M | Hold |
13,158
| – | – | 0.08% | 200 |
|
|
2024
Q3 | $1.16M | Hold |
13,158
| – | – | 0.08% | 205 |
|
|
2024
Q2 | $1.07M | Sell |
13,158
-800
| -6% | -$64.9K | 0.08% | 198 |
|
|
2024
Q1 | $1.17M | Hold |
13,958
| – | – | 0.1% | 191 |
|
|
2023
Q4 | $1.08M | Buy |
13,958
+361
| +3% | +$28.1K | 0.1% | 182 |
|
|
2023
Q3 | $942K | Hold |
13,597
| – | – | 0.09% | 198 |
|
|
2023
Q2 | $993K | Hold |
13,597
| – | – | 0.1% | 191 |
|
|
2023
Q1 | $951K | Hold |
13,597
| – | – | 0.1% | 192 |
|
|
2022
Q4 | $917K | Hold |
13,597
| – | – | 0.1% | 192 |
|
|
2022
Q3 | $845K | Hold |
13,597
| – | – | 0.11% | 176 |
|
|
2022
Q2 | $879K | Hold |
13,597
| – | – | 0.11% | 175 |
|
|
2022
Q1 | $1.06M | Hold |
13,597
| – | – | 0.11% | 169 |
|
|
2021
Q4 | $1.13M | Hold |
13,597
| – | – | 0.11% | 178 |
|
|
2021
Q3 | $1.06M | Hold |
13,597
| – | – | 0.12% | 174 |
|
|
2021
Q2 | $1.08M | Hold |
13,597
| – | – | 0.12% | 175 |
|
|
2021
Q1 | $1.01M | Hold |
13,597
| – | – | 0.13% | 165 |
|
|
2020
Q4 | $932K | Sell |
13,597
-220
| -2% | -$15.1K | 0.13% | 155 |
|
|
2020
Q3 | $793K | Hold |
13,817
| – | – | 0.12% | 153 |
|
|
2020
Q2 | $741K | Hold |
13,817
| – | – | 0.13% | 161 |
|
|
2020
Q1 | $596K | Hold |
13,817
| – | – | 0.13% | 165 |
|
|
2019
Q4 | $824K | Hold |
13,817
| – | – | 0.16% | 155 |
|
|
2019
Q3 | $773K | Hold |
13,817
| – | – | 0.17% | 153 |
|
|
2019
Q2 | $772K | Hold |
13,817
| – | – | 0.17% | 143 |
|
|
2019
Q1 | $745K | Hold |
13,817
| – | – | 0.18% | 141 |
|
|
2018
Q4 | $642K | Sell |
13,817
-3
| -0% | -$139 | 0.18% | 135 |
|
|
2018
Q3 | $762K | Hold |
13,820
| – | – | 0.19% | 138 |
|
|
2018
Q2 | $733K | Sell |
13,820
-544
| -4% | -$28.9K | 0.19% | 138 |
|
|
2018
Q1 | $741K | Buy |
14,364
+4,800
| +50% | +$248K | 0.21% | 128 |
|
|
2017
Q4 | $498K | Hold |
9,564
| – | – | 0.13% | 160 |
|
|
2017
Q3 | $471K | Buy |
9,564
+1,344
| +16% | +$66.2K | 0.13% | 159 |
|
|
2017
Q2 | $395K | Buy |
+8,220
| New | +$395K | 0.12% | 167 |
|