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