Spire Wealth Management’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 | $3.49M | Sell |
37,985
-77
| -0.2% | -$7.08K | 0.13% | 140 |
|
|
2025
Q1 | $3.24M | Sell |
38,062
-357
| -0.9% | -$30.4K | 0.1% | 174 |
|
|
2024
Q4 | $3.4M | Sell |
38,419
-623
| -2% | -$55.1K | 0.11% | 167 |
|
|
2024
Q3 | $3.44M | Sell |
39,042
-1,446
| -4% | -$127K | 0.12% | 148 |
|
|
2024
Q2 | $3.28M | Buy |
40,488
+245
| +0.6% | +$19.9K | 0.12% | 169 |
|
|
2024
Q1 | $3.38M | Sell |
40,243
-678
| -2% | -$57K | 0.06% | 190 |
|
|
2023
Q4 | $3.13M | Sell |
40,921
-175
| -0.4% | -$13.4K | 0.1% | 189 |
|
|
2023
Q3 | $2.85M | Sell |
41,096
-211
| -0.5% | -$14.6K | 0.11% | 191 |
|
|
2023
Q2 | $3.02M | Buy |
41,307
+377
| +0.9% | +$27.5K | 0.11% | 179 |
|
|
2023
Q1 | $2.86M | Buy |
40,930
+198
| +0.5% | +$13.8K | 0.11% | 176 |
|
|
2022
Q4 | $2.75M | Buy |
40,732
+2,447
| +6% | +$165K | 0.15% | 132 |
|
|
2022
Q3 | $2.38M | Sell |
38,285
-1,718
| -4% | -$107K | 0.14% | 127 |
|
|
2022
Q2 | $2.59M | Buy |
40,003
+854
| +2% | +$55.2K | 0.11% | 171 |
|
|
2022
Q1 | $3.06M | Sell |
39,149
-2,311
| -6% | -$180K | 0.08% | 212 |
|
|
2021
Q4 | $3.44M | Buy |
41,460
+2,611
| +7% | +$217K | 0.08% | 218 |
|
|
2021
Q3 | $3.04M | Sell |
38,849
-36
| -0.1% | -$2.82K | 0.08% | 223 |
|
|
2021
Q2 | $3.08M | Sell |
38,885
-2,389
| -6% | -$189K | 0.08% | 220 |
|
|
2021
Q1 | $3.05M | Buy |
+41,274
| New | +$3.05M | 0.08% | 213 |
|