West Branch 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 | $14.7K | Hold |
160
| – | – | ﹤0.01% | 233 |
|
|
2025
Q1 | $13.6K | Hold |
160
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $14.2K | Hold |
160
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $14.1K | Hold |
160
| – | – | ﹤0.01% | 248 |
|
|
2024
Q2 | $13K | Hold |
160
| – | – | ﹤0.01% | 251 |
|
|
2024
Q1 | $13.5K | Hold |
160
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $12.5K | Hold |
160
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $11.1K | Hold |
160
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $11.7K | Hold |
160
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $11.2K | Sell |
160
-98
| -38% | -$6.86K | 0.01% | 276 |
|
|
2022
Q4 | $17.4K | Hold |
258
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $16K | Sell |
258
-258
| -50% | -$16K | 0.01% | 244 |
|
|
2022
Q2 | $33K | Sell |
516
-257
| -33% | -$16.4K | 0.02% | 197 |
|
|
2022
Q1 | $60K | Hold |
773
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $64K | Hold |
773
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $60K | Hold |
773
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $61K | Buy |
+773
| New | +$61K | 0.03% | 180 |
|