Signature Estate & Investment 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 | $729K | Sell |
7,927
-825
| -9% | -$75.9K | 0.02% | 285 |
|
|
2025
Q1 | $745K | Buy |
8,752
+180
| +2% | +$15.3K | 0.02% | 267 |
|
|
2024
Q4 | $758K | Buy |
8,572
+8
| +0.1% | +$707 | 0.02% | 262 |
|
|
2024
Q3 | $755K | Buy |
8,564
+9
| +0.1% | +$793 | 0.02% | 239 |
|
|
2024
Q2 | $694K | Buy |
8,555
+2,137
| +33% | +$173K | 0.02% | 250 |
|
|
2024
Q1 | $540K | Hold |
6,418
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $499K | Hold |
6,418
| – | – | 0.01% | 123 |
|
|
2023
Q3 | $444K | Hold |
6,418
| – | – | 0.02% | 122 |
|
|
2023
Q2 | $469K | Buy |
6,418
+1,774
| +38% | +$130K | 0.02% | 125 |
|
|
2023
Q1 | $325K | Buy |
4,644
+512
| +12% | +$35.8K | 0.01% | 146 |
|
|
2022
Q4 | $279K | Hold |
4,132
| – | – | 0.01% | 157 |
|
|
2022
Q3 | $257K | Hold |
4,132
| – | – | 0.01% | 143 |
|
|
2022
Q2 | $267K | Buy |
+4,132
| New | +$267K | 0.01% | 144 |
|