Valued Retirements’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 | $459K | Hold |
4,990
| – | – | 0.52% | 52 |
|
|
2025
Q1 | $424K | Hold |
4,990
| – | – | 0.56% | 48 |
|
|
2024
Q4 | $441K | Hold |
4,990
| – | – | 0.59% | 49 |
|
|
2024
Q3 | $440K | Hold |
4,990
| – | – | 0.61% | 43 |
|
|
2024
Q2 | $405K | Hold |
4,990
| – | – | 0.61% | 46 |
|
|
2024
Q1 | $420K | Hold |
4,990
| – | – | 0.67% | 34 |
|
|
2023
Q4 | $388K | Buy |
+4,990
| New | +$388K | 0.67% | 34 |
|