Saxony Capital Management’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
Q1 | – | Sell |
-5,475
| Closed | -$484K | – | 134 |
|
|
2024
Q4 | $484K | Sell |
5,475
-4,549
| -45% | -$402K | 0.43% | 58 |
|
|
2024
Q3 | $884K | Sell |
10,024
-340
| -3% | -$30K | 0.81% | 33 |
|
|
2024
Q2 | $840K | Sell |
10,364
-3,304
| -24% | -$268K | 0.92% | 28 |
|
|
2024
Q1 | $1.15M | Buy |
13,668
+2,163
| +19% | +$182K | 1.39% | 22 |
|
|
2023
Q4 | $894K | Buy |
+11,505
| New | +$894K | 1.19% | 26 |
|