Stokes Family Office’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 | $203K | Buy |
+2,208
| New | +$203K | 0.02% | 227 |
|
|
2023
Q4 | – | Sell |
-3,601
| Closed | -$249K | – | 276 |
|
|
2023
Q3 | $249K | Buy |
+3,601
| New | +$249K | 0.03% | 268 |
|
|
2023
Q2 | – | Sell |
-3,855
| Closed | -$270K | – | 333 |
|
|
2023
Q1 | $270K | Buy |
+3,855
| New | +$270K | 0.03% | 240 |
|
|
2022
Q4 | – | Sell |
-3,839
| Closed | -$239K | – | 284 |
|
|
2022
Q3 | $239K | Buy |
+3,839
| New | +$239K | 0.03% | 234 |
|