Stephens Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-452
| Closed | -$35.1K | – | 482 |
|
|
2023
Q4 | $35.1K | Hold |
452
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $31.3K | Hold |
452
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $33K | Hold |
452
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $31.6K | Sell |
452
-536
| -54% | -$37.5K | 0.02% | 215 |
|
|
2022
Q4 | $66.6K | Sell |
988
-604
| -38% | -$40.7K | 0.04% | 144 |
|
|
2022
Q3 | $98.9K | Buy |
1,592
+936
| +143% | +$58.2K | 0.09% | 102 |
|
|
2022
Q2 | $42.4K | Sell |
656
-734
| -53% | -$47.5K | 0.03% | 184 |
|
|
2022
Q1 | $108K | Hold |
1,390
| – | – | 0.09% | 116 |
|
|
2021
Q4 | $115K | Buy |
+1,390
| New | +$115K | 0.1% | 133 |
|