Transcendent Capital 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
Q1 | – | Sell |
-459
| Closed | -$40.6K | – | 254 |
|
|
2024
Q4 | $40.6K | Sell |
459
-64
| -12% | -$5.66K | 0.02% | 214 |
|
|
2024
Q3 | $46.1K | Buy |
523
+314
| +150% | +$27.7K | 0.02% | 207 |
|
|
2024
Q2 | $16.9K | Buy |
209
+1
| +0.5% | +$81 | 0.01% | 277 |
|
|
2024
Q1 | $17.5K | Sell |
208
-101
| -33% | -$8.5K | 0.01% | 273 |
|
|
2023
Q4 | $24K | Buy |
+309
| New | +$24K | 0.02% | 204 |
|