Sandy Cove Advisors’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 | $513K | Sell |
5,576
-641
| -10% | -$59K | 0.19% | 72 |
|
|
2025
Q1 | $529K | Sell |
6,217
-495
| -7% | -$42.1K | 0.21% | 65 |
|
|
2024
Q4 | $593K | Sell |
6,712
-456
| -6% | -$40.3K | 0.23% | 61 |
|
|
2024
Q3 | $632K | Sell |
7,168
-3,487
| -33% | -$307K | 0.26% | 57 |
|
|
2024
Q2 | $864K | Hold |
10,655
| – | – | 0.38% | 44 |
|
|
2024
Q1 | $896K | Buy |
10,655
+4,250
| +66% | +$357K | 0.41% | 42 |
|
|
2023
Q4 | $498K | Buy |
6,405
+24
| +0.4% | +$1.87K | 0.26% | 62 |
|
|
2023
Q3 | $442K | Hold |
6,381
| – | – | 0.26% | 66 |
|
|
2023
Q2 | $466K | Buy |
+6,381
| New | +$466K | 0.27% | 66 |
|