Truvestments Capital’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 | $105K | Sell |
1,140
-798
| -41% | -$73.4K | 0.02% | 291 |
|
|
2025
Q1 | $165K | Buy |
1,938
+711
| +58% | +$60.5K | 0.04% | 252 |
|
|
2024
Q4 | $108K | Hold |
1,227
| – | – | 0.03% | 276 |
|
|
2024
Q3 | $108K | Buy |
+1,227
| New | +$108K | 0.03% | 272 |
|
|
2024
Q2 | – | Sell |
-87
| Closed | -$7.32K | – | 461 |
|
|
2024
Q1 | $7.32K | Buy |
+87
| New | +$7.32K | ﹤0.01% | 520 |
|
|
2022
Q4 | – | Sell |
-67
| Closed | -$4K | – | 936 |
|
|
2022
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 500 |
|
|
2022
Q1 | – | Sell |
-74
| Closed | -$6K | – | 352 |
|
|
2021
Q4 | $6K | Buy |
74
+67
| +957% | +$5.43K | ﹤0.01% | 457 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 589 |
|