V2 Financial 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
Q2 | $349K | Hold |
3,800
| – | – | 0.21% | 57 |
|
|
2025
Q1 | $323K | Hold |
3,800
| – | – | 0.21% | 56 |
|
|
2024
Q4 | $336K | Hold |
3,800
| – | – | 0.2% | 61 |
|
|
2024
Q3 | $335K | Hold |
3,800
| – | – | 0.22% | 53 |
|
|
2024
Q2 | $320K | Hold |
3,800
| – | – | 0.21% | 52 |
|
|
2024
Q1 | $320K | Hold |
3,800
| – | – | 0.22% | 47 |
|
|
2023
Q4 | $295K | Hold |
3,800
| – | – | 0.21% | 48 |
|
|
2023
Q3 | $263K | Hold |
3,800
| – | – | 0.2% | 50 |
|
|
2023
Q2 | $278K | Sell |
3,800
-1,000
| -21% | -$73K | 0.2% | 48 |
|
|
2023
Q1 | $336K | Hold |
4,800
| – | – | 0.24% | 44 |
|
|
2022
Q4 | $324K | Hold |
4,800
| – | – | 0.26% | 45 |
|
|
2022
Q3 | $298K | Hold |
4,800
| – | – | 0.26% | 44 |
|
|
2022
Q2 | $310K | Hold |
4,800
| – | – | 0.25% | 44 |
|
|
2022
Q1 | $375K | Hold |
4,800
| – | – | 0.29% | 45 |
|
|
2021
Q4 | $398K | Hold |
4,800
| – | – | 0.31% | 50 |
|
|
2021
Q3 | $375K | Hold |
4,800
| – | – | 0.32% | 43 |
|
|
2021
Q2 | $380K | Hold |
4,800
| – | – | 0.32% | 43 |
|
|
2021
Q1 | $355K | Hold |
4,800
| – | – | 0.32% | 43 |
|
|
2020
Q4 | $329K | Buy |
+4,800
| New | +$329K | 0.33% | 39 |
|