Vermillion & White Wealth Management 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 | $117K | Hold |
1,276
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $109K | Hold |
1,276
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $113K | Sell |
1,276
-50
| -4% | -$4.42K | 0.08% | 83 |
|
|
2024
Q3 | $117K | Hold |
1,326
| – | – | 0.09% | 78 |
|
|
2024
Q2 | $108K | Hold |
1,326
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $112K | Sell |
1,326
-50
| -4% | -$4.21K | 0.09% | 77 |
|
|
2023
Q4 | $107K | Buy |
+1,376
| New | +$107K | 0.1% | 61 |
|