Topel & Distasi 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 | $324K | Hold |
3,522
| – | – | 0.17% | 54 |
|
|
2025
Q1 | $300K | Sell |
3,522
-10
| -0.3% | -$851 | 0.14% | 67 |
|
|
2024
Q4 | $312K | Sell |
3,532
-1,244
| -26% | -$110K | 0.13% | 67 |
|
|
2024
Q3 | $421K | Buy |
4,776
+41
| +0.9% | +$3.61K | 0.17% | 63 |
|
|
2024
Q2 | $384K | Buy |
4,735
+1,221
| +35% | +$99K | 0.17% | 64 |
|
|
2024
Q1 | $295K | Sell |
3,514
-238
| -6% | -$20K | 0.13% | 66 |
|
|
2023
Q4 | $292K | Hold |
3,752
| – | – | 0.14% | 63 |
|
|
2023
Q3 | $260K | Hold |
3,752
| – | – | 0.14% | 67 |
|
|
2023
Q2 | $274K | Buy |
3,752
+43
| +1% | +$3.14K | 0.14% | 68 |
|
|
2023
Q1 | $259K | Buy |
3,709
+24
| +0.7% | +$1.68K | 0.14% | 68 |
|
|
2022
Q4 | $249K | Hold |
3,685
| – | – | 0.14% | 65 |
|
|
2022
Q3 | $257K | Sell |
3,685
-35
| -0.9% | -$2.44K | 0.14% | 66 |
|
|
2022
Q2 | $241K | Sell |
3,720
-9
| -0.2% | -$583 | 0.14% | 63 |
|
|
2022
Q1 | $291K | Sell |
3,729
-29
| -0.8% | -$2.26K | 0.12% | 69 |
|
|
2021
Q4 | $312K | Buy |
+3,758
| New | +$312K | 0.13% | 69 |
|