WealthCollab’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 | $61.1K | Sell |
664
-1,290
| -66% | -$119K | 0.03% | 159 |
|
|
2025
Q1 | $166K | Hold |
1,954
| – | – | 0.1% | 69 |
|
|
2024
Q4 | $173K | Sell |
1,954
-1,412
| -42% | -$125K | 0.11% | 68 |
|
|
2024
Q3 | $297K | Hold |
3,366
| – | – | 0.19% | 49 |
|
|
2024
Q2 | $273K | Hold |
3,366
| – | – | 0.2% | 48 |
|
|
2024
Q1 | $283K | Hold |
3,366
| – | – | 0.21% | 48 |
|
|
2023
Q4 | $262K | Buy |
+3,366
| New | +$262K | 0.2% | 49 |
|