Southern Capital 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 | $1.59M | Buy |
17,238
+637
| +4% | +$58.6K | 0.81% | 27 |
|
|
2025
Q1 | $1.41M | Sell |
16,601
-133
| -0.8% | -$11.3K | 0.78% | 27 |
|
|
2024
Q4 | $1.48M | Buy |
16,734
+149
| +0.9% | +$13.2K | 0.82% | 26 |
|
|
2024
Q3 | $1.46M | Sell |
16,585
-19
| -0.1% | -$1.68K | 0.82% | 26 |
|
|
2024
Q2 | $1.35M | Buy |
16,604
+59
| +0.4% | +$4.78K | 0.83% | 26 |
|
|
2024
Q1 | $1.39M | Buy |
16,545
+610
| +4% | +$51.3K | 0.84% | 26 |
|
|
2023
Q4 | $1.24M | Buy |
15,935
+2,740
| +21% | +$213K | 0.88% | 23 |
|
|
2023
Q3 | $914K | Sell |
13,195
-467
| -3% | -$32.3K | 0.76% | 26 |
|
|
2023
Q2 | $998K | Buy |
13,662
+649
| +5% | +$47.4K | 0.76% | 26 |
|
|
2023
Q1 | $910K | Buy |
13,013
+1,017
| +8% | +$71.1K | 0.67% | 31 |
|
|
2022
Q4 | $809K | Sell |
11,996
-2,776
| -19% | -$187K | 0.63% | 34 |
|
|
2022
Q3 | $918K | Buy |
14,772
+218
| +1% | +$13.5K | 0.75% | 26 |
|
|
2022
Q2 | $941K | Buy |
14,554
+680
| +5% | +$44K | 0.75% | 26 |
|
|
2022
Q1 | $1.08M | Buy |
13,874
+4,633
| +50% | +$362K | 0.74% | 24 |
|
|
2021
Q4 | $767K | Buy |
+9,241
| New | +$767K | 0.47% | 35 |
|