Wealthfront Advisers’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 | $1.67M | Sell |
18,134
-3,933
| -18% | -$362K | ﹤0.01% | 599 |
|
|
2025
Q1 | $1.88M | Buy |
22,067
+611
| +3% | +$52K | 0.01% | 551 |
|
|
2024
Q4 | $1.9M | Buy |
21,456
+6,057
| +39% | +$535K | 0.01% | 534 |
|
|
2024
Q3 | $1.36M | Buy |
15,399
+2,561
| +20% | +$226K | ﹤0.01% | 592 |
|
|
2024
Q2 | $1.04M | Buy |
12,838
+1,982
| +18% | +$161K | ﹤0.01% | 614 |
|
|
2024
Q1 | $913K | Sell |
10,856
-984
| -8% | -$82.7K | ﹤0.01% | 633 |
|
|
2023
Q4 | $920K | Buy |
11,840
+1,917
| +19% | +$149K | ﹤0.01% | 607 |
|
|
2023
Q3 | $687K | Buy |
9,923
+1,908
| +24% | +$132K | ﹤0.01% | 626 |
|
|
2023
Q2 | $585K | Sell |
8,015
-1,365
| -15% | -$99.7K | ﹤0.01% | 656 |
|
|
2023
Q1 | $656K | Buy |
9,380
+637
| +7% | +$44.5K | ﹤0.01% | 607 |
|
|
2022
Q4 | $590K | Buy |
8,743
+2,217
| +34% | +$150K | ﹤0.01% | 605 |
|
|
2022
Q3 | $406K | Buy |
6,526
+2,211
| +51% | +$138K | ﹤0.01% | 648 |
|
|
2022
Q2 | $279K | Buy |
4,315
+1,660
| +63% | +$107K | ﹤0.01% | 694 |
|
|
2022
Q1 | $207K | Sell |
2,655
-31
| -1% | -$2.42K | ﹤0.01% | 763 |
|
|
2021
Q4 | $223K | Buy |
+2,686
| New | +$223K | ﹤0.01% | 733 |
|