SignatureFD’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 | $12.7K | Sell |
138
-358
| -72% | -$32.9K | ﹤0.01% | 2243 |
|
|
2025
Q1 | $42.2K | Sell |
496
-1,200
| -71% | -$102K | ﹤0.01% | 1672 |
|
|
2024
Q4 | $150K | Sell |
1,696
-391
| -19% | -$34.6K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $184K | Sell |
2,087
-928
| -31% | -$81.8K | ﹤0.01% | 910 |
|
|
2024
Q2 | $244K | Hold |
3,015
| – | – | 0.01% | 732 |
|
|
2024
Q1 | $254K | Hold |
3,015
| – | – | 0.01% | 737 |
|
|
2023
Q4 | $234K | Buy |
3,015
+1,405
| +87% | +$109K | 0.01% | 733 |
|
|
2023
Q3 | $111K | Buy |
1,610
+1,532
| +1,964% | +$106K | ﹤0.01% | 989 |
|
|
2023
Q2 | $5.7K | Buy |
+78
| New | +$5.7K | ﹤0.01% | 2470 |
|
|
2023
Q1 | – | Sell |
-6,926
| Closed | -$467K | – | 3335 |
|
|
2022
Q4 | $467K | Hold |
6,926
| – | – | 0.01% | 430 |
|
|
2022
Q3 | $430K | Hold |
6,926
| – | – | 0.01% | 426 |
|
|
2022
Q2 | $448K | Sell |
6,926
-807
| -10% | -$52.2K | 0.02% | 403 |
|
|
2022
Q1 | $603K | Buy |
7,733
+153
| +2% | +$11.9K | 0.02% | 346 |
|
|
2021
Q4 | $629K | Buy |
7,580
+635
| +9% | +$52.7K | 0.02% | 330 |
|
|
2021
Q3 | $543K | Sell |
6,945
-109
| -2% | -$8.52K | 0.02% | 344 |
|
|
2021
Q2 | $559K | Buy |
7,054
+6,895
| +4,336% | +$546K | 0.02% | 323 |
|
|
2021
Q1 | $12K | Sell |
159
-16
| -9% | -$1.21K | ﹤0.01% | 1769 |
|
|
2020
Q4 | $12K | Hold |
175
| – | – | ﹤0.01% | 1629 |
|
|
2020
Q3 | $10K | Hold |
175
| – | – | ﹤0.01% | 1630 |
|
|
2020
Q2 | $9K | Sell |
175
-24,488
| -99% | -$1.26M | ﹤0.01% | 1599 |
|
|
2020
Q1 | $1.07M | Sell |
24,663
-2,935
| -11% | -$127K | 0.09% | 91 |
|
|
2019
Q4 | $1.65M | Buy |
27,598
+10,750
| +64% | +$641K | 0.12% | 74 |
|
|
2019
Q3 | $943K | Buy |
16,848
+54
| +0.3% | +$3.02K | 0.08% | 104 |
|
|
2019
Q2 | $938K | Buy |
16,794
+302
| +2% | +$16.9K | 0.08% | 95 |
|
|
2019
Q1 | $890K | Sell |
16,492
-442
| -3% | -$23.9K | 0.08% | 101 |
|
|
2018
Q4 | $787K | Sell |
16,934
-28,642
| -63% | -$1.33M | 0.07% | 107 |
|
|
2018
Q3 | $2.51M | Buy |
45,576
+14,228
| +45% | +$784K | 0.26% | 36 |
|
|
2018
Q2 | $1.66M | Buy |
31,348
+9,832
| +46% | +$522K | 0.19% | 58 |
|
|
2018
Q1 | $1.11M | Buy |
21,516
+3,548
| +20% | +$183K | 0.13% | 57 |
|
|
2017
Q4 | $935K | Sell |
17,968
-4,296
| -19% | -$224K | 0.11% | 74 |
|
|
2017
Q3 | $1.1M | Buy |
22,264
+5,420
| +32% | +$267K | 0.15% | 48 |
|
|
2017
Q2 | $809K | Sell |
16,844
-3,080
| -15% | -$148K | 0.12% | 61 |
|
|
2017
Q1 | $932K | Buy |
19,924
+76
| +0.4% | +$3.56K | 0.14% | 55 |
|
|
2016
Q4 | $888K | Sell |
19,848
-5,380
| -21% | -$241K | 0.15% | 52 |
|
|
2016
Q3 | $1.1M | Buy |
25,228
+1,524
| +6% | +$66.4K | 0.16% | 44 |
|
|
2016
Q2 | $997K | Buy |
23,704
+7,036
| +42% | +$296K | 0.15% | 37 |
|
|
2016
Q1 | $679K | Sell |
16,668
-3,428
| -17% | -$140K | 0.12% | 51 |
|
|
2015
Q4 | $805K | Buy |
20,096
+12
| +0.1% | +$481 | 0.16% | 39 |
|
|
2015
Q3 | $781K | Buy |
20,084
+3,544
| +21% | +$138K | 0.18% | 32 |
|
|
2015
Q2 | $704K | Hold |
16,540
| – | – | 0.15% | 43 |
|
|
2015
Q1 | $716K | Hold |
16,540
| – | – | 0.17% | 42 |
|
|
2014
Q4 | $691K | Buy |
16,540
+584
| +4% | +$24.4K | 0.17% | 45 |
|
|
2014
Q3 | $632K | Hold |
15,956
| – | – | 0.21% | 39 |
|
|
2014
Q2 | $648K | Hold |
15,956
| – | – | 0.23% | 36 |
|
|
2014
Q1 | $617K | Hold |
15,956
| – | – | 0.25% | 28 |
|
|
2013
Q4 | $598K | Hold |
15,956
| – | – | 0.22% | 34 |
|
|
2013
Q3 | $555K | Hold |
15,956
| – | – | 0.24% | 35 |
|
|
2013
Q2 | $518K | Buy |
+15,956
| New | +$518K | 0.27% | 41 |
|