Wedbush Securities’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 | $778K | Sell |
8,460
-148
| -2% | -$13.6K | 0.03% | 483 |
|
|
2025
Q1 | $732K | Buy |
8,608
+365
| +4% | +$31K | 0.03% | 477 |
|
|
2024
Q4 | $729K | Buy |
+8,243
| New | +$729K | 0.03% | 472 |
|
|
2024
Q2 | – | Sell |
-2,512
| Closed | -$211K | – | 1244 |
|
|
2024
Q1 | $211K | Buy |
+2,512
| New | +$211K | 0.01% | 1066 |
|
|
2022
Q2 | – | Sell |
-3,152
| Closed | -$246K | – | 1130 |
|
|
2022
Q1 | $246K | Sell |
3,152
-743
| -19% | -$58K | 0.01% | 894 |
|
|
2021
Q4 | $323K | Buy |
3,895
+1
| +0% | +$83 | 0.01% | 844 |
|
|
2021
Q3 | $305K | Buy |
3,894
+1
| +0% | +$78 | 0.01% | 856 |
|
|
2021
Q2 | $308K | Buy |
3,893
+1
| +0% | +$79 | 0.01% | 849 |
|
|
2021
Q1 | $288K | Buy |
3,892
+861
| +28% | +$63.7K | 0.02% | 833 |
|
|
2020
Q4 | $208K | Buy |
+3,031
| New | +$208K | 0.02% | 776 |
|
|
2018
Q3 | – | Sell |
-4,196
| Closed | -$222K | – | 921 |
|
|
2018
Q2 | $222K | Buy |
+4,196
| New | +$222K | 0.03% | 685 |
|