Salomon & Ludwin’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 | $511K | Hold |
5,485
| – | – | 0.05% | 103 |
|
2025
Q1 | $467K | Hold |
5,485
| – | – | 0.05% | 105 |
|
2024
Q4 | $485K | Sell |
5,485
-229
| -4% | -$20.2K | 0.05% | 101 |
|
2024
Q3 | $504K | Hold |
5,714
| – | – | 0.05% | 107 |
|
2024
Q2 | $463K | Sell |
5,714
-100
| -2% | -$8.11K | 0.05% | 108 |
|
2024
Q1 | $489K | Hold |
5,814
| – | – | 0.04% | 125 |
|
2023
Q4 | $403K | Hold |
5,814
| – | – | 0.04% | 124 |
|
2023
Q3 | $403K | Hold |
5,814
| – | – | 0.04% | 124 |
|
2023
Q2 | $425K | Hold |
5,814
| – | – | 0.05% | 124 |
|
2023
Q1 | $407K | Hold |
5,814
| – | – | 0.05% | 121 |
|
2022
Q4 | $392K | Hold |
5,814
| – | – | 0.05% | 124 |
|
2022
Q3 | $361K | Buy |
+5,814
| New | +$361K | 0.05% | 111 |
|