Venture Visionary Partners’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 | $2.14M | Buy |
23,229
+477
| +2% | +$43.9K | 0.08% | 189 |
|
|
2025
Q1 | $1.94M | Sell |
22,752
-662
| -3% | -$56.3K | 0.08% | 194 |
|
|
2024
Q4 | $2.07M | Buy |
23,414
+1,321
| +6% | +$117K | 0.09% | 183 |
|
|
2024
Q3 | $1.95M | Sell |
22,093
-998
| -4% | -$88K | 0.08% | 192 |
|
|
2024
Q2 | $1.87M | Buy |
23,091
+104
| +0.5% | +$8.43K | 0.09% | 199 |
|
|
2024
Q1 | $1.93M | Sell |
22,987
-198
| -0.9% | -$16.7K | 0.09% | 193 |
|
|
2023
Q4 | $1.8M | Sell |
23,185
-148
| -0.6% | -$11.5K | 0.1% | 188 |
|
|
2023
Q3 | $1.62M | Sell |
23,333
-56
| -0.2% | -$3.88K | 0.1% | 189 |
|
|
2023
Q2 | $1.71M | Buy |
23,389
+1,001
| +4% | +$73.1K | 0.1% | 177 |
|
|
2023
Q1 | $1.57M | Sell |
22,388
-2,263
| -9% | -$158K | 0.1% | 183 |
|
|
2022
Q4 | $1.66M | Sell |
24,651
-595
| -2% | -$40.1K | 0.12% | 152 |
|
|
2022
Q3 | $1.57M | Sell |
25,246
-94
| -0.4% | -$5.84K | 0.13% | 146 |
|
|
2022
Q2 | $1.64M | Buy |
25,340
+1,096
| +5% | +$70.9K | 0.12% | 140 |
|
|
2022
Q1 | $1.89M | Sell |
24,244
-2,585
| -10% | -$202K | 0.13% | 147 |
|
|
2021
Q4 | $2.23M | Buy |
26,829
+1,765
| +7% | +$147K | 0.14% | 128 |
|
|
2021
Q3 | $1.96M | Buy |
25,064
+412
| +2% | +$32.2K | 0.14% | 136 |
|
|
2021
Q2 | $1.95M | Sell |
24,652
-3,257
| -12% | -$258K | 0.16% | 125 |
|
|
2021
Q1 | $2.06M | Buy |
27,909
+9,112
| +48% | +$674K | 0.17% | 114 |
|
|
2020
Q4 | $1.29M | Buy |
18,797
+8,097
| +76% | +$555K | 0.14% | 121 |
|
|
2020
Q3 | $613K | Buy |
10,700
+112
| +1% | +$6.42K | 0.15% | 95 |
|
|
2020
Q2 | $567K | Sell |
10,588
-6,682
| -39% | -$358K | 0.16% | 83 |
|
|
2020
Q1 | $745K | Sell |
17,270
-1,818
| -10% | -$78.4K | 0.28% | 58 |
|
|
2019
Q4 | $1.14M | Buy |
+19,088
| New | +$1.14M | 0.35% | 47 |
|