Vertex Planning 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 | $875K | Buy |
9,511
+99
| +1% | +$9.11K | 0.18% | 71 |
|
|
2025
Q1 | $801K | Buy |
9,412
+2,457
| +35% | +$209K | 0.17% | 72 |
|
|
2024
Q4 | $615K | Sell |
6,955
-98
| -1% | -$8.66K | 0.14% | 90 |
|
|
2024
Q3 | $622K | Sell |
7,053
-46
| -0.6% | -$4.06K | 0.15% | 74 |
|
|
2024
Q2 | $576K | Buy |
7,099
+1
| +0% | +$81 | 0.15% | 73 |
|
|
2024
Q1 | $597K | Buy |
7,098
+1
| +0% | +$84 | 0.17% | 72 |
|
|
2023
Q4 | $552K | Buy |
7,097
+3
| +0% | +$233 | 0.16% | 73 |
|
|
2023
Q3 | $491K | Hold |
7,094
| – | – | 0.17% | 69 |
|
|
2023
Q2 | $518K | Buy |
7,094
+1
| +0% | +$73 | 0.18% | 69 |
|
|
2023
Q1 | $496K | Buy |
7,093
+2
| +0% | +$140 | 0.19% | 64 |
|
|
2022
Q4 | $478K | Buy |
+7,091
| New | +$478K | 0.19% | 69 |
|