Simplicity Wealth’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 | $1.27M | Buy |
13,785
+1,249
| +10% | +$115K | 0.05% | 288 |
|
|
2025
Q1 | $1.07M | Buy |
12,536
+336
| +3% | +$28.6K | 0.08% | 246 |
|
|
2024
Q4 | $1.08M | Buy |
12,200
+5
| +0% | +$442 | 0.22% | 87 |
|
|
2024
Q3 | $1.07M | Sell |
12,195
-83,793
| -87% | -$7.39M | 0.1% | 188 |
|
|
2024
Q2 | $7.78M | Buy |
95,988
+13,792
| +17% | +$1.12M | 0.18% | 113 |
|
|
2024
Q1 | $6.91M | Buy |
+82,196
| New | +$6.91M | 0.16% | 127 |
|