SRH 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 | $13.2K | Hold |
144
| – | – | ﹤0.01% | 193 |
|
|
2025
Q1 | $12.3K | Hold |
144
| – | – | ﹤0.01% | 200 |
|
|
2024
Q4 | $12.7K | Hold |
144
| – | – | ﹤0.01% | 204 |
|
|
2024
Q3 | $12.7K | Hold |
144
| – | – | ﹤0.01% | 202 |
|
|
2024
Q2 | $11.7K | Hold |
144
| – | – | ﹤0.01% | 205 |
|
|
2024
Q1 | $12.1K | Hold |
144
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $11.2K | Hold |
144
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $9.97K | Hold |
144
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $10.1K | Hold |
144
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $10K | Sell |
144
-905
| -86% | -$62.8K | 0.01% | 195 |
|
|
2022
Q4 | $71K | Hold |
1,049
| – | – | 0.04% | 98 |
|
|
2022
Q3 | $65K | Buy |
1,049
+905
| +628% | +$56.1K | 0.08% | 103 |
|
|
2022
Q2 | $9K | Hold |
144
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $11K | Hold |
144
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $12K | Hold |
144
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $11K | Hold |
144
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $11K | Hold |
144
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $11K | Hold |
144
| – | – | 0.02% | 202 |
|
|
2020
Q4 | $10K | Hold |
144
| – | – | 0.02% | 199 |
|
|
2020
Q3 | $8K | Hold |
144
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $8K | Hold |
144
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $6K | Hold |
144
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $9K | Hold |
144
| – | – | 0.03% | 170 |
|
|
2019
Q3 | $8K | Hold |
144
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $8K | Hold |
144
| – | – | 0.03% | 177 |
|
|
2019
Q1 | $8K | Hold |
144
| – | – | 0.03% | 168 |
|
|
2018
Q4 | $7K | Hold |
144
| – | – | 0.03% | 174 |
|
|
2018
Q3 | $8K | Hold |
144
| – | – | 0.03% | 187 |
|
|
2018
Q2 | $8K | Hold |
144
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $7K | Buy |
+144
| New | +$7K | 0.03% | 157 |
|