Tradewinds Capital 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 | – | Sell |
-25
| Closed | -$2.13K | – | 671 |
|
|
2025
Q1 | $2.13K | Buy |
+25
| New | +$2.13K | ﹤0.01% | 475 |
|
|
2024
Q4 | – | Sell |
-339
| Closed | -$29.9K | – | 689 |
|
|
2024
Q3 | $29.9K | Buy |
+339
| New | +$29.9K | 0.01% | 225 |
|
|
2014
Q2 | – | Sell |
-468
| Closed | -$18K | – | 630 |
|
|
2014
Q1 | $18K | Hold |
468
| – | – | 0.01% | 323 |
|
|
2013
Q4 | $18K | Buy |
+468
| New | +$18K | 0.01% | 308 |
|