Wealthcare Advisory 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 | $2.18M | Buy |
23,650
+426
| +2% | +$39.2K | 0.05% | 309 |
|
|
2025
Q1 | $1.98M | Sell |
23,224
-340
| -1% | -$28.9K | 0.05% | 285 |
|
|
2024
Q4 | $2.08M | Buy |
23,564
+325
| +1% | +$28.7K | 0.06% | 263 |
|
|
2024
Q3 | $2.05M | Buy |
23,239
+650
| +3% | +$57.3K | 0.06% | 266 |
|
|
2024
Q2 | $1.83M | Buy |
22,589
+2,178
| +11% | +$177K | 0.06% | 253 |
|
|
2024
Q1 | $1.72M | Buy |
20,411
+11,181
| +121% | +$940K | 0.06% | 260 |
|
|
2023
Q4 | $717K | Sell |
9,230
-21
| -0.2% | -$1.63K | 0.03% | 403 |
|
|
2023
Q3 | $641K | Sell |
9,251
-1,897
| -17% | -$131K | 0.03% | 372 |
|
|
2023
Q2 | $814K | Buy |
11,148
+251
| +2% | +$18.3K | 0.04% | 333 |
|
|
2023
Q1 | $762K | Buy |
10,897
+5,305
| +95% | +$371K | 0.03% | 352 |
|
|
2022
Q4 | $377K | Buy |
5,592
+2,296
| +70% | +$155K | 0.02% | 481 |
|
|
2022
Q3 | $205K | Sell |
3,296
-321
| -9% | -$20K | 0.01% | 563 |
|
|
2022
Q2 | $234K | Buy |
3,617
+336
| +10% | +$21.7K | 0.01% | 486 |
|
|
2022
Q1 | $256K | Buy |
3,281
+578
| +21% | +$45.1K | 0.02% | 460 |
|
|
2021
Q4 | $224K | Buy |
2,703
+110
| +4% | +$9.12K | 0.01% | 517 |
|
|
2021
Q3 | $203K | Buy |
+2,593
| New | +$203K | 0.01% | 518 |
|
|
2021
Q2 | – | Sell |
-1,730
| Closed | -$128K | – | 1209 |
|
|
2021
Q1 | $128K | Buy |
+1,730
| New | +$128K | 0.01% | 597 |
|
|
2020
Q2 | – | Sell |
-1,568
| Closed | -$68K | – | 865 |
|
|
2020
Q1 | $68K | Buy |
1,568
+28
| +2% | +$1.21K | 0.01% | 450 |
|
|
2019
Q4 | $92K | Hold |
1,540
| – | – | 0.01% | 420 |
|
|
2019
Q3 | $86K | Hold |
1,540
| – | – | 0.01% | 425 |
|
|
2019
Q2 | $86K | Sell |
1,540
-660
| -30% | -$36.9K | 0.01% | 407 |
|
|
2019
Q1 | $119K | Sell |
2,200
-1,814
| -45% | -$98.1K | 0.02% | 310 |
|
|
2018
Q4 | $187K | Buy |
4,014
+1,814
| +82% | +$84.5K | 0.04% | 214 |
|
|
2018
Q3 | $121K | Sell |
2,200
-420
| -16% | -$23.1K | 0.02% | 301 |
|
|
2018
Q2 | $139K | Buy |
2,620
+420
| +19% | +$22.3K | 0.03% | 273 |
|
|
2018
Q1 | $114K | Buy |
2,200
+1,240
| +129% | +$64.3K | 0.03% | 258 |
|
|
2017
Q4 | $50K | Hold |
960
| – | – | 0.01% | 371 |
|
|
2017
Q3 | $47K | Buy |
960
+300
| +45% | +$14.7K | 0.01% | 309 |
|
|
2017
Q2 | $32K | Buy |
+660
| New | +$32K | 0.02% | 55 |
|