Summit Investment Advisory Services’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 | $1.46M | Buy |
15,900
+8,210
| +107% | +$755K | 1.24% | 23 |
|
|
2025
Q1 | $654K | Buy |
7,690
+2
| +0% | +$170 | 0.32% | 32 |
|
|
2024
Q4 | $680K | Buy |
7,688
+161
| +2% | +$14.2K | 0.35% | 35 |
|
|
2024
Q3 | $663K | Sell |
7,527
-5,538
| -42% | -$488K | 0.35% | 33 |
|
|
2024
Q2 | $1.06M | Buy |
13,065
+5,542
| +74% | +$449K | 1.25% | 20 |
|
|
2024
Q1 | $633K | Sell |
7,523
-126
| -2% | -$10.6K | 0.37% | 32 |
|
|
2023
Q4 | $595K | Buy |
7,649
+5
| +0.1% | +$389 | 0.37% | 34 |
|
|
2023
Q3 | $529K | Hold |
7,644
| – | – | 0.39% | 29 |
|
|
2023
Q2 | $558K | Sell |
7,644
-12
| -0.2% | -$876 | 0.37% | 29 |
|
|
2023
Q1 | $535K | Buy |
7,656
+2
| +0% | +$140 | 0.38% | 28 |
|
|
2022
Q4 | $516K | Buy |
+7,654
| New | +$516K | 0.63% | 26 |
|