West Coast Financial’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 | – | Sell |
-4,364
| Closed | -$371K | – | 78 |
|
|
2025
Q1 | $371K | Hold |
4,364
| – | – | 0.04% | 123 |
|
|
2024
Q4 | $386K | Hold |
4,364
| – | – | 0.04% | 118 |
|
|
2024
Q3 | $385K | Hold |
4,364
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $354K | Hold |
4,364
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $367K | Sell |
4,364
-356
| -8% | -$29.9K | 0.04% | 117 |
|
|
2023
Q4 | $367K | Buy |
+4,720
| New | +$367K | 0.05% | 111 |
|