Strategic Blueprint’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 | $268K | Buy |
2,917
+399
| +16% | +$36.7K | 0.01% | 583 |
|
|
2025
Q1 | $214K | Sell |
2,518
-40
| -2% | -$3.4K | 0.01% | 629 |
|
|
2024
Q4 | $226K | Sell |
2,558
-585
| -19% | -$51.7K | 0.01% | 598 |
|
|
2024
Q3 | $277K | Hold |
3,143
| – | – | 0.02% | 528 |
|
|
2024
Q2 | $255K | Hold |
3,143
| – | – | 0.02% | 529 |
|
|
2024
Q1 | $264K | Buy |
3,143
+509
| +19% | +$42.8K | 0.02% | 519 |
|
|
2023
Q4 | $205K | Sell |
2,634
-825
| -24% | -$64.1K | 0.02% | 538 |
|
|
2023
Q3 | $240K | Sell |
3,459
-423
| -11% | -$29.3K | 0.02% | 474 |
|
|
2023
Q2 | $284K | Sell |
3,882
-250
| -6% | -$18.3K | 0.03% | 438 |
|
|
2023
Q1 | $289K | Sell |
4,132
-48
| -1% | -$3.36K | 0.03% | 417 |
|
|
2022
Q4 | $282K | Sell |
4,180
-84
| -2% | -$5.67K | 0.03% | 412 |
|
|
2022
Q3 | $265K | Sell |
4,264
-221
| -5% | -$13.7K | 0.03% | 401 |
|
|
2022
Q2 | $290K | Sell |
4,485
-35
| -0.8% | -$2.26K | 0.04% | 376 |
|
|
2022
Q1 | $353K | Sell |
4,520
-2,523
| -36% | -$197K | 0.04% | 350 |
|
|
2021
Q4 | $585K | Buy |
7,043
+529
| +8% | +$43.9K | 0.07% | 248 |
|
|
2021
Q3 | $510K | Buy |
6,514
+3,208
| +97% | +$251K | 0.08% | 232 |
|
|
2021
Q2 | $262K | Sell |
3,306
-72
| -2% | -$5.71K | 0.04% | 315 |
|
|
2021
Q1 | $250K | Hold |
3,378
| – | – | 0.05% | 261 |
|
|
2020
Q4 | $232K | Buy |
+3,378
| New | +$232K | 0.06% | 219 |
|
|
2019
Q4 | – | Sell |
-3,012
| Closed | -$169K | – | 266 |
|
|
2019
Q3 | $169K | Buy |
+3,012
| New | +$169K | 0.13% | 76 |
|