Strategic Financial Partners’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 | $9.03M | Sell |
98,161
-20,114
| -17% | -$1.85M | 4.19% | 6 |
|
|
2025
Q1 | $10.1M | Sell |
118,275
-8,256
| -7% | -$702K | 5.3% | 6 |
|
|
2024
Q4 | $11.2M | Sell |
126,531
-37,813
| -23% | -$3.34M | 5.71% | 5 |
|
|
2024
Q3 | $14.5M | Buy |
164,344
+13,444
| +9% | +$1.18M | 7.39% | 3 |
|
|
2024
Q2 | $12.2M | Sell |
150,900
-13,903
| -8% | -$1.13M | 6.74% | 4 |
|
|
2024
Q1 | $13.9M | Sell |
164,803
-12,536
| -7% | -$1.05M | 7.67% | 4 |
|
|
2023
Q4 | $13.8M | Sell |
177,339
-45,454
| -20% | -$3.53M | 8.01% | 4 |
|
|
2023
Q3 | $15.4M | Buy |
222,793
+64,284
| +41% | +$4.45M | 9.36% | 3 |
|
|
2023
Q2 | $11.6M | Sell |
158,509
-21,965
| -12% | -$1.6M | 6.59% | 4 |
|
|
2023
Q1 | $12.6M | Sell |
180,474
-25,881
| -13% | -$1.81M | 7.73% | 3 |
|
|
2022
Q4 | $13.9M | Sell |
206,355
-44,200
| -18% | -$2.98M | 8.49% | 4 |
|
|
2022
Q3 | $15.6M | Buy |
250,555
+505
| +0.2% | +$31.4K | 9.91% | 2 |
|
|
2022
Q2 | $16.2M | Sell |
250,050
-29,014
| -10% | -$1.88M | 9.44% | 4 |
|
|
2022
Q1 | $21.8M | Sell |
279,064
-30,249
| -10% | -$2.36M | 11.1% | 3 |
|
|
2021
Q4 | $25.7M | Buy |
309,313
+23,076
| +8% | +$1.92M | 12.61% | 4 |
|
|
2021
Q3 | $22.4M | Buy |
286,237
+10,207
| +4% | +$798K | 12.04% | 2 |
|
|
2021
Q2 | $21.9M | Buy |
276,030
+40,507
| +17% | +$3.21M | 12.08% | 2 |
|
|
2021
Q1 | $17.4M | Buy |
235,523
+21,990
| +10% | +$1.63M | 10.32% | 2 |
|
|
2020
Q4 | $14.6M | Buy |
213,533
+71,595
| +50% | +$4.91M | 9.58% | 2 |
|
|
2020
Q3 | $8.14M | Sell |
141,938
-22,549
| -14% | -$1.29M | 6.37% | 5 |
|
|
2020
Q2 | $8.82M | Buy |
164,487
+15,355
| +10% | +$823K | 7.31% | 5 |
|
|
2020
Q1 | $6.44M | Sell |
149,132
-13,215
| -8% | -$570K | 6.85% | 5 |
|
|
2019
Q4 | $9.68M | Buy |
+162,347
| New | +$9.68M | 7.92% | 3 |
|