Sapient 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 | $776K | Buy |
8,439
+14
| +0.2% | +$1.29K | 0.01% | 215 |
|
2025
Q1 | $717K | Buy |
8,425
+493
| +6% | +$41.9K | 0.01% | 218 |
|
2024
Q4 | $701K | Buy |
7,932
+219
| +3% | +$19.4K | 0.01% | 216 |
|
2024
Q3 | $680K | Hold |
7,713
| – | – | 0.01% | 226 |
|
2024
Q2 | $625K | Hold |
7,713
| – | – | 0.01% | 214 |
|
2024
Q1 | $649K | Hold |
7,713
| – | – | 0.01% | 214 |
|
2023
Q4 | $600K | Buy |
+7,713
| New | +$600K | 0.02% | 217 |
|