United Capital Financial Advisors’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 | $5.12M | Sell |
55,650
-1,828
| -3% | -$168K | 0.04% | 276 |
|
|
2025
Q1 | $4.89M | Sell |
57,478
-1,566
| -3% | -$133K | 0.04% | 272 |
|
|
2024
Q4 | $5.22M | Buy |
59,044
+968
| +2% | +$85.6K | 0.04% | 253 |
|
|
2024
Q3 | $5.12M | Sell |
58,076
-21,553
| -27% | -$1.9M | 0.04% | 258 |
|
|
2024
Q2 | $6.46M | Buy |
79,629
+33,948
| +74% | +$2.75M | 0.06% | 226 |
|
|
2024
Q1 | $3.84M | Sell |
45,681
-9,757
| -18% | -$820K | 0.03% | 317 |
|
|
2023
Q4 | $4.31M | Sell |
55,438
-12,020
| -18% | -$934K | 0.04% | 310 |
|
|
2023
Q3 | $4.67M | Buy |
67,458
+5,165
| +8% | +$358K | 0.03% | 309 |
|
|
2023
Q2 | $4.55M | Buy |
62,293
+9,790
| +19% | +$715K | 0.02% | 327 |
|
|
2023
Q1 | $3.67M | Sell |
52,503
-16,149
| -24% | -$1.13M | 0.02% | 358 |
|
|
2022
Q4 | $4.63M | Buy |
68,652
+10,350
| +18% | +$698K | 0.03% | 339 |
|
|
2022
Q3 | $3.62M | Sell |
58,302
-7,450
| -11% | -$463K | 0.02% | 377 |
|
|
2022
Q2 | $4.25M | Buy |
65,752
+11,203
| +21% | +$724K | 0.02% | 359 |
|
|
2022
Q1 | $4.26M | Sell |
54,549
-467
| -0.8% | -$36.4K | 0.02% | 390 |
|
|
2021
Q4 | $4.57M | Buy |
55,016
+644
| +1% | +$53.5K | 0.02% | 382 |
|
|
2021
Q3 | $4.25M | Sell |
54,372
-1,335
| -2% | -$104K | 0.02% | 398 |
|
|
2021
Q2 | $4.41M | Sell |
55,707
-101
| -0.2% | -$8K | 0.02% | 391 |
|
|
2021
Q1 | $4.13M | Sell |
55,808
-5,218
| -9% | -$386K | 0.02% | 381 |
|
|
2020
Q4 | $4.18M | Buy |
61,026
+2,277
| +4% | +$156K | 0.03% | 381 |
|
|
2020
Q3 | $3.37M | Sell |
58,749
-2,237
| -4% | -$128K | 0.02% | 405 |
|
|
2020
Q2 | $3.27M | Sell |
60,986
-13,688
| -18% | -$734K | 0.02% | 426 |
|
|
2020
Q1 | $3.22M | Sell |
74,674
-5,010
| -6% | -$216K | 0.03% | 404 |
|
|
2019
Q4 | $4.75M | Buy |
79,684
+10,092
| +15% | +$602K | 0.03% | 430 |
|
|
2019
Q3 | $3.89M | Buy |
69,592
+1,204
| +2% | +$67.4K | 0.03% | 468 |
|
|
2019
Q2 | $3.82M | Buy |
68,388
+2,455
| +4% | +$137K | 0.03% | 468 |
|
|
2019
Q1 | $3.56M | Sell |
65,933
-209,827
| -76% | -$11.3M | 0.03% | 470 |
|
|
2018
Q4 | $12.8M | Buy |
275,760
+197,784
| +254% | +$9.19M | 0.1% | 214 |
|
|
2018
Q3 | $4.3M | Buy |
77,976
+68
| +0.1% | +$3.75K | 0.03% | 461 |
|
|
2018
Q2 | $4.13M | Sell |
77,908
-8,412
| -10% | -$446K | 0.03% | 452 |
|
|
2018
Q1 | $4.46M | Buy |
86,320
+13,916
| +19% | +$718K | 0.03% | 428 |
|
|
2017
Q4 | $3.79M | Sell |
72,404
-4,200
| -5% | -$220K | 0.03% | 457 |
|
|
2017
Q3 | $3.78M | Buy |
76,604
+3,672
| +5% | +$181K | 0.03% | 439 |
|
|
2017
Q2 | $3.5M | Sell |
72,932
-9,284
| -11% | -$446K | 0.03% | 445 |
|
|
2017
Q1 | $3.85M | Sell |
82,216
-6,388
| -7% | -$299K | 0.04% | 422 |
|
|
2016
Q4 | $3.96M | Sell |
88,604
-880
| -1% | -$39.4K | 0.04% | 414 |
|
|
2016
Q3 | $3.9M | Sell |
89,484
-17,792
| -17% | -$775K | 0.04% | 432 |
|
|
2016
Q2 | $4.51M | Sell |
107,276
-21,380
| -17% | -$898K | 0.05% | 378 |
|
|
2016
Q1 | $5.24M | Sell |
128,656
-86,168
| -40% | -$3.51M | 0.06% | 325 |
|
|
2015
Q4 | $8.6M | Buy |
214,824
+53,860
| +33% | +$2.16M | 0.1% | 232 |
|
|
2015
Q3 | $6.26M | Sell |
160,964
-14,632
| -8% | -$569K | 0.08% | 272 |
|
|
2015
Q2 | $7.48M | Buy |
175,596
+103,256
| +143% | +$4.4M | 0.09% | 268 |
|
|
2015
Q1 | $3.1M | Sell |
72,340
-10,264
| -12% | -$440K | 0.04% | 457 |
|
|
2014
Q4 | $3.45M | Sell |
82,604
-11,600
| -12% | -$484K | 0.05% | 341 |
|
|
2014
Q3 | $3.73M | Buy |
+94,204
| New | +$3.73M | 0.06% | 304 |
|
|
2014
Q2 | – | Sell |
-25,224
| Closed | -$976K | – | 872 |
|
|
2014
Q1 | $976K | Sell |
25,224
-104
| -0.4% | -$4.02K | 0.02% | 498 |
|
|
2013
Q4 | $950K | Buy |
25,328
+11,280
| +80% | +$423K | 0.03% | 340 |
|
|
2013
Q3 | $488K | Sell |
14,048
-16,060
| -53% | -$558K | 0.02% | 444 |
|
|
2013
Q2 | $978K | Buy |
+30,108
| New | +$978K | 0.03% | 408 |
|