Sound Income Strategies’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 | $12.9K | Sell |
140
-43
| -23% | -$3.96K | ﹤0.01% | 870 |
|
|
2025
Q1 | $15.6K | Buy |
183
+128
| +233% | +$10.9K | ﹤0.01% | 777 |
|
|
2024
Q4 | $4.86K | Buy |
55
+7
| +15% | +$619 | ﹤0.01% | 989 |
|
|
2024
Q3 | $4.23K | Sell |
48
-19
| -28% | -$1.68K | ﹤0.01% | 981 |
|
|
2024
Q2 | $5.43K | Sell |
67
-9
| -12% | -$730 | ﹤0.01% | 920 |
|
|
2024
Q1 | $6.39K | Sell |
76
-159
| -68% | -$13.4K | ﹤0.01% | 861 |
|
|
2023
Q4 | $18.3K | Buy |
+235
| New | +$18.3K | ﹤0.01% | 606 |
|
|
2023
Q2 | – | Sell |
-57
| Closed | -$3.99K | – | 1138 |
|
|
2023
Q1 | $3.99K | Buy |
+57
| New | +$3.99K | ﹤0.01% | 730 |
|
|
2022
Q2 | – | Sell |
-432
| Closed | -$34K | – | 921 |
|
|
2022
Q1 | $34K | Buy |
+432
| New | +$34K | ﹤0.01% | 278 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$4K | – | 811 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 500 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 510 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 497 |
|