Stratos Wealth Advisors’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 | $1.82M | Buy |
19,801
+495
| +3% | +$45.5K | 0.1% | 222 |
|
|
2025
Q1 | $1.64M | Sell |
19,306
-504
| -3% | -$42.9K | 0.09% | 227 |
|
|
2024
Q4 | $1.75M | Sell |
19,810
-2,415
| -11% | -$213K | 0.08% | 233 |
|
|
2024
Q3 | $1.96M | Buy |
22,225
+112
| +0.5% | +$9.87K | 0.09% | 242 |
|
|
2024
Q2 | $1.79M | Buy |
22,113
+1,883
| +9% | +$153K | 0.09% | 224 |
|
|
2024
Q1 | $1.7M | Sell |
20,230
-868
| -4% | -$73K | 0.1% | 226 |
|
|
2023
Q4 | $1.64M | Buy |
+21,098
| New | +$1.64M | 0.09% | 246 |
|
|
2022
Q1 | – | Sell |
-7,354
| Closed | -$610K | – | 550 |
|
|
2021
Q4 | $610K | Buy |
7,354
+109
| +2% | +$9.04K | 0.04% | 358 |
|
|
2021
Q3 | $567K | Sell |
7,245
-11,311
| -61% | -$885K | 0.05% | 333 |
|
|
2021
Q2 | $1.47M | Buy |
18,556
+813
| +5% | +$64.4K | 0.13% | 193 |
|
|
2021
Q1 | $1.31M | Buy |
17,743
+10,802
| +156% | +$799K | 0.14% | 180 |
|
|
2020
Q4 | $476K | Buy |
+6,941
| New | +$476K | 0.07% | 251 |
|