Spirepoint Private Client’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 | $783K | Hold |
8,511
| – | – | 0.09% | 123 |
|
|
2025
Q1 | $724K | Sell |
8,511
-344
| -4% | -$29.3K | 0.09% | 107 |
|
|
2024
Q4 | $783K | Buy |
8,855
+4,880
| +123% | +$431K | 0.1% | 114 |
|
|
2024
Q3 | $350K | Hold |
3,975
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $322K | Hold |
3,975
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $334K | Buy |
+3,975
| New | +$334K | 0.05% | 156 |
|