Thrive Wealth Management’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 | $238K | Hold |
2,593
| – | – | 0.04% | 206 |
|
|
2025
Q1 | $221K | Sell |
2,593
-263
| -9% | -$22.4K | 0.04% | 201 |
|
|
2024
Q4 | $252K | Buy |
2,856
+221
| +8% | +$19.5K | 0.05% | 168 |
|
|
2024
Q3 | $232K | Buy |
2,635
+2
| +0.1% | +$176 | 0.04% | 200 |
|
|
2024
Q2 | $214K | Hold |
2,633
| – | – | 0.04% | 197 |
|
|
2024
Q1 | $221K | Buy |
2,633
+1
| +0% | +$84 | 0.05% | 196 |
|
|
2023
Q4 | $205K | Buy |
+2,632
| New | +$205K | 0.05% | 188 |
|