Tyler-Stone 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 | $215K | Buy |
+2,332
| New | +$215K | 0.03% | 318 |
|
|
2025
Q1 | – | Sell |
-2,330
| Closed | -$206K | – | 327 |
|
|
2024
Q4 | $206K | Buy |
2,330
+2
| +0.1% | +$177 | 0.04% | 309 |
|
|
2024
Q3 | $205K | Buy |
2,328
+1,165
| +100% | +$103K | 0.04% | 309 |
|
|
2024
Q2 | $94.3K | Sell |
1,163
-640
| -35% | -$51.9K | 0.04% | 293 |
|
|
2024
Q1 | $152K | Hold |
1,803
| – | – | 0.07% | 224 |
|
|
2023
Q4 | $140K | Buy |
1,803
+320
| +22% | +$24.9K | 0.07% | 216 |
|
|
2023
Q3 | $103K | Hold |
1,483
| – | – | 0.06% | 251 |
|
|
2023
Q2 | $108K | Buy |
+1,483
| New | +$108K | 0.06% | 245 |
|
|
2022
Q4 | $127K | Hold |
1,881
| – | – | 0.09% | 204 |
|
|
2022
Q3 | $117K | Sell |
1,881
-280
| -13% | -$17.4K | 0.09% | 194 |
|
|
2022
Q2 | $140K | Hold |
2,161
| – | – | 0.09% | 192 |
|
|
2022
Q1 | $169K | Hold |
2,161
| – | – | 0.09% | 194 |
|
|
2021
Q4 | $179K | Buy |
+2,161
| New | +$179K | 0.09% | 199 |
|