Royal Harbor Partners’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 | $275K | Buy |
2,987
+39
| +1% | +$3.59K | 0.1% | 43 |
|
|
2025
Q1 | $251K | Hold |
2,948
| – | – | 0.1% | 43 |
|
|
2024
Q4 | $261K | Hold |
2,948
| – | – | 0.1% | 40 |
|
|
2024
Q3 | $260K | Hold |
2,948
| – | – | 0.1% | 42 |
|
|
2024
Q2 | $239K | Sell |
2,948
-66
| -2% | -$5.35K | 0.1% | 45 |
|
|
2024
Q1 | $253K | Buy |
3,014
+66
| +2% | +$5.55K | 0.11% | 48 |
|
|
2023
Q4 | $229K | Hold |
2,948
| – | – | 0.11% | 48 |
|
|
2023
Q3 | $204K | Hold |
2,948
| – | – | 0.11% | 48 |
|
|
2023
Q2 | $215K | Hold |
2,948
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $206K | Buy |
+2,948
| New | +$206K | 0.11% | 74 |
|
|
2022
Q2 | – | Sell |
-2,948
| Closed | -$230K | – | 76 |
|
|
2022
Q1 | $230K | Hold |
2,948
| – | – | 0.15% | 72 |
|
|
2021
Q4 | $245K | Hold |
2,948
| – | – | 0.16% | 72 |
|
|
2021
Q3 | $231K | Hold |
2,948
| – | – | 0.16% | 77 |
|
|
2021
Q2 | $234K | Hold |
2,948
| – | – | 0.16% | 72 |
|
|
2021
Q1 | $218K | Hold |
2,948
| – | – | 0.17% | 70 |
|
|
2020
Q4 | $202K | Buy |
+2,948
| New | +$202K | 0.17% | 85 |
|