Stephenson & Company’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 | $253K | Sell |
2,750
-100
| -4% | -$9.2K | 0.15% | 33 |
|
|
2025
Q1 | $242K | Hold |
2,850
| – | – | 0.16% | 33 |
|
|
2024
Q4 | $252K | Hold |
2,850
| – | – | 0.17% | 31 |
|
|
2024
Q3 | $251K | Buy |
2,850
+16
| +0.6% | +$1.41K | 0.17% | 32 |
|
|
2024
Q2 | $230K | Buy |
2,834
+39
| +1% | +$3.16K | 0.17% | 31 |
|
|
2024
Q1 | $235K | Buy |
2,795
+95
| +4% | +$7.99K | 0.17% | 32 |
|
|
2023
Q4 | $210K | Buy |
+2,700
| New | +$210K | 0.18% | 34 |
|