The Wealth Group’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 | $253K | Hold |
2,753
| – | – | 0.06% | 65 |
|
|
2025
Q1 | $234K | Hold |
2,753
| – | – | 0.07% | 57 |
|
|
2024
Q4 | $243K | Hold |
2,753
| – | – | 0.07% | 54 |
|
|
2024
Q3 | $243K | Hold |
2,753
| – | – | 0.07% | 53 |
|
|
2024
Q2 | $223K | Hold |
2,753
| – | – | 0.07% | 53 |
|
|
2024
Q1 | $227K | Hold |
2,753
| – | – | 0.07% | 51 |
|
|
2023
Q4 | $213K | Buy |
+2,753
| New | +$213K | 0.07% | 53 |
|