Shelton Wealth 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
Q2 | $5.69M | Sell |
61,838
-1,725
| -3% | -$159K | 2.74% | 7 |
|
|
2025
Q1 | $5.41M | Sell |
63,563
-3,566
| -5% | -$303K | 2.94% | 7 |
|
|
2024
Q4 | $5.93M | Sell |
67,129
-5,481
| -8% | -$485K | 3.07% | 7 |
|
|
2024
Q3 | $6.4M | Sell |
72,610
-6,307
| -8% | -$556K | 3.48% | 2 |
|
|
2024
Q2 | $6.4M | Sell |
78,917
-9,510
| -11% | -$771K | 3.63% | 2 |
|
|
2024
Q1 | $7.44M | Sell |
88,427
-13,885
| -14% | -$1.17M | 4.68% | 2 |
|
|
2023
Q4 | $7.95M | Sell |
102,312
-29,290
| -22% | -$2.28M | 5.65% | 2 |
|
|
2023
Q3 | $9.11M | Sell |
131,602
-1,101
| -0.8% | -$76.2K | 7.29% | 3 |
|
|
2023
Q2 | $9.69M | Buy |
132,703
+220
| +0.2% | +$16.1K | 7.51% | 2 |
|
|
2023
Q1 | $9.26M | Sell |
132,483
-18,259
| -12% | -$1.28M | 7.51% | 3 |
|
|
2022
Q4 | $10.2M | Sell |
150,742
-8,237
| -5% | -$556K | 8.03% | 2 |
|
|
2022
Q3 | $9.88M | Buy |
158,979
+168
| +0.1% | +$10.4K | 8.8% | 2 |
|
|
2022
Q2 | $10.3M | Buy |
158,811
+3,759
| +2% | +$243K | 8.73% | 2 |
|
|
2022
Q1 | $12.1M | Buy |
155,052
+16,457
| +12% | +$1.28M | 9.55% | 2 |
|
|
2021
Q4 | $11.5M | Buy |
+138,595
| New | +$11.5M | 9.05% | 2 |
|