Strategic Financial Concepts’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 | $289K | Sell |
3,139
-12,484
| -80% | -$1.15M | 0.04% | 202 |
|
|
2025
Q1 | $1.33M | Sell |
15,623
-323
| -2% | -$27.5K | 0.25% | 87 |
|
|
2024
Q4 | $1.41M | Buy |
15,946
+10,493
| +192% | +$928K | 0.27% | 82 |
|
|
2024
Q3 | $481K | Sell |
5,453
-464,582
| -99% | -$40.9M | 0.15% | 125 |
|
|
2024
Q2 | $807K | Buy |
470,035
+456,344
| +3,333% | +$784K | 0.47% | 56 |
|
|
2024
Q1 | $1.15M | Buy |
13,691
+3,834
| +39% | +$322K | 0.28% | 83 |
|
|
2023
Q4 | $766K | Sell |
9,857
-392
| -4% | -$30.5K | 0.45% | 59 |
|
|
2023
Q3 | $710K | Buy |
10,249
+141
| +1% | +$9.76K | 0.24% | 100 |
|
|
2023
Q2 | $738K | Sell |
10,108
-448
| -4% | -$32.7K | 0.27% | 90 |
|
|
2023
Q1 | $738K | Buy |
+10,556
| New | +$738K | 0.3% | 80 |
|