Sowell Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Sell |
31,039
-700
| -2% | -$69.9K | 0.11% | 198 |
|
|
2025
Q4 | $3.06M | Buy |
31,739
+1,569
| +5% | +$151K | 0.11% | 189 |
|
|
2025
Q3 | $2.91M | Buy |
30,170
+885
| +3% | +$83.9K | 0.11% | 193 |
|
|
2025
Q2 | $2.69M | Sell |
29,285
-910
| -3% | -$78.6K | 0.11% | 191 |
|
|
2025
Q1 | $2.57M | Sell |
30,195
-28
| -0.1% | -$2.5K | 0.12% | 181 |
|
|
2024
Q4 | $2.67M | Buy |
30,223
+2,371
| +9% | +$215K | 0.14% | 157 |
|
|
2024
Q3 | $2.46M | Buy |
27,852
+1,295
| +5% | +$109K | 0.11% | 202 |
|
|
2024
Q2 | $2.15M | Sell |
26,557
-1,845
| -6% | -$150K | 0.1% | 204 |
|
|
2024
Q1 | $2.39M | Sell |
28,402
-266
| -0.9% | -$21.1K | 0.11% | 191 |
|
|
2023
Q4 | $2.23M | Buy |
28,668
+2,562
| +10% | +$182K | 0.12% | 188 |
|
|
2023
Q3 | $1.82M | Buy |
+26,106
| New | +$1.9M | 0.11% | 200 |
|
|
2021
Q2 | – | Sell |
-6,905
| Closed | -$534K | – | 1632 |
|
|
2021
Q1 | $534K | Buy |
6,905
+585
| +9% | +$42.3K | 0.02% | 620 |
|
|
2020
Q4 | $433K | Sell |
6,320
-116
| -2% | -$7.39K | 0.02% | 562 |
|
|
2020
Q3 | $369K | Sell |
6,436
-260
| -4% | -$14.8K | 0.02% | 544 |
|
|
2020
Q2 | $359K | Buy |
6,696
+21
| +0.3% | +$1.05K | 0.02% | 546 |
|
|
2020
Q1 | $288K | Sell |
6,675
-337
| -5% | -$18.5K | 0.02% | 557 |
|
|
2019
Q4 | $418K | Sell |
7,012
-112
| -2% | -$6.43K | 0.03% | 502 |
|
|
2019
Q3 | $399K | Buy |
+7,124
| New | +$398K | 0.03% | 465 |
|
|
2019
Q1 | $284K | Sell |
5,265
-14
| -0.3% | -$725 | 0.03% | 460 |
|
|
2018
Q4 | $245K | Buy |
+5,279
| New | +$266K | 0.03% | 422 |
|
|
2018
Q3 | – | Sell |
-6,540
| Closed | -$354K | – | 420 |
|
|
2018
Q2 | $354K | Buy |
6,540
+16
| +0.2% | +$842 | 0.08% | 210 |
|
|
2018
Q1 | $335K | Sell |
6,524
-72
| -1% | -$3.79K | 0.08% | 202 |
|
|
2017
Q4 | $354K | Sell |
6,596
-100
| -1% | -$5.08K | 0.09% | 193 |
|
|
2017
Q3 | $335K | Sell |
6,696
-336
| -5% | -$16.2K | 0.09% | 183 |
|
|
2017
Q2 | $339K | Buy |
7,032
+1,336
| +23% | +$63.3K | 0.1% | 175 |
|
|
2017
Q1 | $271K | Buy |
+5,696
| New | +$264K | 0.08% | 204 |
|
Other funds holding IWR
