SMI Advisory Services’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 | $546K | Sell |
5,891
-241
| -4% | -$22.3K | 0.11% | 30 |
|
|
2025
Q1 | $468K | Sell |
6,132
-113
| -2% | -$8.63K | 0.11% | 22 |
|
|
2024
Q4 | $551K | Sell |
6,245
-148
| -2% | -$13.1K | 0.13% | 38 |
|
|
2024
Q3 | $562K | Sell |
6,393
-49
| -0.8% | -$4.31K | 0.12% | 40 |
|
|
2024
Q2 | $519K | Buy |
+6,442
| New | +$519K | 0.13% | 46 |
|
|
2024
Q1 | – | Sell |
-7,106
| Closed | -$545K | – | 63 |
|
|
2023
Q4 | $545K | Sell |
7,106
-769
| -10% | -$59K | 0.14% | 31 |
|
|
2023
Q3 | $539K | Buy |
+7,875
| New | +$539K | 0.2% | 30 |
|
|
2023
Q1 | $641K | Sell |
9,504
-180
| -2% | -$12.1K | 0.21% | 25 |
|
|
2022
Q4 | $602K | Hold |
9,684
| – | – | 0.2% | 25 |
|
|
2022
Q3 | $602K | Sell |
9,684
-608
| -6% | -$37.8K | 0.2% | 25 |
|
|
2022
Q2 | $665K | Sell |
10,292
-264
| -3% | -$17.1K | 0.24% | 25 |
|
|
2022
Q1 | $824K | Sell |
10,556
-545
| -5% | -$42.5K | 0.29% | 22 |
|
|
2021
Q4 | $921K | Sell |
11,101
-359
| -3% | -$29.8K | 0.35% | 22 |
|
|
2021
Q3 | $896K | Sell |
11,460
-1,094
| -9% | -$85.5K | 0.4% | 17 |
|
|
2021
Q2 | $995K | Sell |
12,554
-558
| -4% | -$44.2K | 0.43% | 17 |
|
|
2021
Q1 | $969K | Buy |
+13,112
| New | +$969K | 0.44% | 18 |
|