Wedmont Private Capital’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 | $622K | Sell |
6,654
-1
| -0% | -$94 | 0.03% | 370 |
|
|
2025
Q1 | $530K | Sell |
6,655
-1
| -0% | -$80 | 0.03% | 371 |
|
|
2024
Q4 | $583K | Buy |
6,656
+20
| +0.3% | +$1.75K | 0.03% | 328 |
|
|
2024
Q3 | $579K | Buy |
6,636
+3
| +0% | +$262 | 0.03% | 318 |
|
|
2024
Q2 | $553K | Sell |
6,633
-565
| -8% | -$47.1K | 0.03% | 316 |
|
|
2024
Q1 | $599K | Buy |
7,198
+569
| +9% | +$47.4K | 0.04% | 285 |
|
|
2023
Q4 | $511K | Buy |
6,629
+3
| +0% | +$231 | 0.04% | 298 |
|
|
2023
Q3 | $457K | Buy |
6,626
+1,329
| +25% | +$91.6K | 0.05% | 276 |
|
|
2023
Q2 | $395K | Buy |
+5,297
| New | +$395K | 0.04% | 310 |
|