Sunbelt Securities’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 | $1.09M | Buy |
12,354
+774
| +7% | +$68.4K | 0.1% | 191 |
|
|
2025
Q1 | $985K | Sell |
11,580
-774
| -6% | -$65.8K | 0.09% | 194 |
|
|
2024
Q4 | $1.09M | Sell |
12,354
-264
| -2% | -$23.3K | 0.1% | 191 |
|
|
2024
Q3 | $1.11M | Buy |
12,618
+121
| +1% | +$10.7K | 0.11% | 189 |
|
|
2024
Q2 | $1.01M | Sell |
12,497
-195
| -2% | -$15.8K | 0.1% | 185 |
|
|
2024
Q1 | $1.07M | Sell |
12,692
-2,271
| -15% | -$191K | 0.12% | 173 |
|
|
2023
Q4 | $1.16M | Buy |
14,963
+1,085
| +8% | +$84.3K | 0.15% | 157 |
|
|
2023
Q3 | $961K | Buy |
13,878
+5,243
| +61% | +$363K | 0.13% | 169 |
|
|
2023
Q2 | $631K | Sell |
8,635
-583
| -6% | -$42.6K | 0.09% | 238 |
|
|
2023
Q1 | $633K | Sell |
9,218
-228
| -2% | -$15.7K | 0.1% | 221 |
|
|
2022
Q4 | $637K | Buy |
9,446
+41
| +0.4% | +$2.77K | 0.12% | 201 |
|
|
2022
Q3 | $584K | Buy |
9,405
+470
| +5% | +$29.2K | 0.12% | 208 |
|
|
2022
Q2 | $578K | Sell |
8,935
-26,552
| -75% | -$1.72M | 0.12% | 216 |
|
|
2022
Q1 | $2.81M | Sell |
35,487
-1,152
| -3% | -$91.1K | 0.51% | 43 |
|
|
2021
Q4 | $2.85M | Buy |
36,639
+12,866
| +54% | +$999K | 0.46% | 54 |
|
|
2021
Q3 | $1.85M | Hold |
23,773
| – | – | 0.33% | 79 |
|
|
2021
Q2 | $1.85M | Buy |
23,773
+1,557
| +7% | +$121K | 0.33% | 79 |
|
|
2021
Q1 | $1.64M | Buy |
22,216
+13,576
| +157% | +$1M | 0.32% | 82 |
|
|
2020
Q4 | $592K | Buy |
8,640
+591
| +7% | +$40.5K | 0.12% | 201 |
|
|
2020
Q3 | $478K | Buy |
+8,049
| New | +$478K | 0.13% | 195 |
|
|
2020
Q2 | – | Sell |
-299,166
| Closed | -$16.4M | – | 335 |
|
|
2020
Q1 | $16.4M | Buy |
299,166
+290,882
| +3,511% | +$15.9M | 0.7% | 26 |
|
|
2019
Q4 | $486K | Buy |
+8,284
| New | +$486K | 0.05% | 323 |
|
|
2019
Q1 | – | Sell |
-2,499
| Closed | -$623K | – | 239 |
|
|
2018
Q4 | $623K | Buy |
+2,499
| New | +$623K | 0.36% | 80 |
|