Seneca Financial 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 | $1.26M | Sell |
13,678
-526
| -4% | -$48.4K | 0.48% | 33 |
|
|
2025
Q1 | $1.21M | Buy |
14,204
+69
| +0.5% | +$5.87K | 0.59% | 30 |
|
|
2024
Q4 | $1.25M | Buy |
14,135
+191
| +1% | +$16.9K | 0.62% | 30 |
|
|
2024
Q3 | $1.23M | Buy |
13,944
+57
| +0.4% | +$5.02K | 0.6% | 29 |
|
|
2024
Q2 | $1.13M | Buy |
13,887
+35
| +0.3% | +$2.84K | 0.58% | 31 |
|
|
2024
Q1 | $1.16M | Buy |
13,852
+34
| +0.2% | +$2.86K | 0.62% | 32 |
|
|
2023
Q4 | $1.07M | Buy |
13,818
+619
| +5% | +$48.1K | 0.62% | 30 |
|
|
2023
Q3 | $914K | Hold |
13,199
| – | – | 0.63% | 28 |
|
|
2023
Q2 | $964K | Sell |
13,199
-245
| -2% | -$17.9K | 0.64% | 28 |
|
|
2023
Q1 | $940K | Sell |
13,444
-2,854
| -18% | -$200K | 0.6% | 27 |
|
|
2022
Q4 | $1.1M | Sell |
16,298
-2,139
| -12% | -$144K | 0.7% | 23 |
|
|
2022
Q3 | $1.15M | Buy |
18,437
+196
| +1% | +$12.2K | 0.82% | 21 |
|
|
2022
Q2 | $1.18M | Sell |
18,241
-45
| -0.2% | -$2.91K | 0.79% | 23 |
|
|
2022
Q1 | $1.43M | Buy |
18,286
+13
| +0.1% | +$1.02K | 0.87% | 19 |
|
|
2021
Q4 | $1.52M | Sell |
18,273
-904
| -5% | -$75K | 0.9% | 18 |
|
|
2021
Q3 | $1.5M | Sell |
19,177
-500
| -3% | -$39.1K | 0.99% | 18 |
|
|
2021
Q2 | $1.56M | Buy |
19,677
+62
| +0.3% | +$4.91K | 1.02% | 18 |
|
|
2021
Q1 | $1.45M | Sell |
19,615
-700
| -3% | -$51.8K | 1.02% | 18 |
|
|
2020
Q4 | $1.39M | Buy |
+20,315
| New | +$1.39M | 1.06% | 18 |
|