WealthShield 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 | $407K | Buy |
4,430
+395
| +10% | +$36.3K | 0.05% | 255 |
|
|
2025
Q1 | $343K | Sell |
4,035
-1,925
| -32% | -$164K | 0.04% | 254 |
|
|
2024
Q4 | $527K | Buy |
5,960
+1,925
| +48% | +$170K | 0.07% | 209 |
|
|
2024
Q3 | $356K | Hold |
4,035
| – | – | 0.05% | 233 |
|
|
2024
Q2 | $327K | Hold |
4,035
| – | – | 0.05% | 232 |
|
|
2024
Q1 | $339K | Sell |
4,035
-1,657
| -29% | -$139K | 0.05% | 222 |
|
|
2023
Q4 | $442K | Sell |
5,692
-2,143
| -27% | -$167K | 0.07% | 210 |
|
|
2023
Q3 | $545K | Buy |
7,835
+15
| +0.2% | +$1.04K | 0.08% | 201 |
|
|
2023
Q2 | $571K | Sell |
7,820
-3,017
| -28% | -$220K | 0.09% | 196 |
|
|
2023
Q1 | $758K | Buy |
10,837
+2,605
| +32% | +$182K | 0.12% | 174 |
|
|
2022
Q4 | $555K | Buy |
8,232
+1,587
| +24% | +$107K | 0.11% | 182 |
|
|
2022
Q3 | $413K | Hold |
6,645
| – | – | 0.08% | 217 |
|
|
2022
Q2 | $430K | Sell |
6,645
-3,530
| -35% | -$228K | 0.09% | 216 |
|
|
2022
Q1 | $794K | Buy |
+10,175
| New | +$794K | 0.13% | 175 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$2K | – | 266 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 243 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 231 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 220 |
|
|
2017
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 213 |
|