VisionPoint Advisory 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 | $395K | Buy |
+4,299
| New | +$395K | 0.09% | 217 |
|
|
2025
Q1 | – | Sell |
-1,770
| Closed | -$156K | – | 258 |
|
|
2024
Q4 | $156K | Hold |
1,770
| – | – | 0.05% | 204 |
|
|
2024
Q3 | $156K | Hold |
1,770
| – | – | 0.05% | 197 |
|
|
2024
Q2 | $144K | Sell |
1,770
-90
| -5% | -$7.3K | 0.05% | 189 |
|
|
2024
Q1 | $156K | Hold |
1,860
| – | – | 0.06% | 180 |
|
|
2023
Q4 | $145K | Buy |
+1,860
| New | +$145K | 0.05% | 170 |
|
|
2023
Q3 | – | Sell |
-1,860
| Closed | -$136K | – | 760 |
|
|
2023
Q2 | $136K | Buy |
+1,860
| New | +$136K | 0.06% | 154 |
|