Strategic Wealth 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 | $284K | Buy |
+3,091
| New | +$284K | 0.02% | 277 |
|
|
2024
Q4 | $207K | Buy |
+2,247
| New | +$207K | 0.02% | 301 |
|
|
2024
Q2 | – | Sell |
-2,615
| Closed | -$220K | – | 300 |
|
|
2024
Q1 | $220K | Buy |
+2,615
| New | +$220K | 0.02% | 262 |
|
|
2022
Q2 | – | Sell |
-2,569
| Closed | -$200K | – | 262 |
|
|
2022
Q1 | $200K | Hold |
2,569
| – | – | 0.04% | 245 |
|
|
2021
Q4 | $213K | Hold |
2,569
| – | – | 0.04% | 265 |
|
|
2021
Q3 | $201K | Hold |
2,569
| – | – | 0.06% | 228 |
|
|
2021
Q2 | $204K | Buy |
+2,569
| New | +$204K | 0.07% | 218 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$2K | – | 782 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 721 |
|
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 635 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 607 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 697 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 735 |
|
|
2017
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 667 |
|