Von Berge 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 | $313K | Buy |
3,317
+1
| +0% | +$95 | 0.18% | 46 |
|
|
2025
Q1 | $276K | Buy |
3,316
+2
| +0.1% | +$167 | 0.18% | 46 |
|
|
2024
Q4 | $308K | Buy |
3,314
+2
| +0.1% | +$186 | 0.19% | 47 |
|
|
2024
Q3 | $303K | Buy |
3,312
+2
| +0.1% | +$183 | 0.19% | 48 |
|
|
2024
Q2 | $266K | Hold |
3,310
| – | – | 0.17% | 52 |
|
|
2024
Q1 | $278K | Hold |
3,310
| – | – | 0.18% | 50 |
|
|
2023
Q4 | $253K | Hold |
3,310
| – | – | 0.19% | 55 |
|
|
2023
Q3 | $229K | Hold |
3,310
| – | – | 0.2% | 55 |
|
|
2023
Q2 | $242K | Hold |
3,310
| – | – | 0.2% | 56 |
|
|
2023
Q1 | $231K | Hold |
3,310
| – | – | 0.21% | 57 |
|
|
2022
Q4 | $240K | Hold |
3,310
| – | – | 0.22% | 54 |
|
|
2022
Q3 | $209K | Hold |
3,310
| – | – | 0.22% | 52 |
|
|
2022
Q2 | $215K | Buy |
3,310
+274
| +9% | +$17.8K | 0.22% | 53 |
|
|
2022
Q1 | $233K | Buy |
3,036
+149
| +5% | +$11.4K | 0.21% | 59 |
|
|
2021
Q4 | $222K | Buy |
+2,887
| New | +$222K | 0.2% | 59 |
|