Western Wealth Management’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 | $775K | Buy |
8,425
+646
| +8% | +$59.4K | 0.05% | 319 |
|
|
2025
Q1 | $662K | Buy |
7,779
+1,669
| +27% | +$142K | 0.04% | 321 |
|
|
2024
Q4 | $540K | Sell |
6,110
-250
| -4% | -$22.1K | 0.04% | 361 |
|
|
2024
Q3 | $561K | Buy |
6,360
+51
| +0.8% | +$4.5K | 0.03% | 435 |
|
|
2024
Q2 | $512K | Sell |
6,309
-381
| -6% | -$30.9K | 0.04% | 364 |
|
|
2024
Q1 | $563K | Sell |
6,690
-61
| -0.9% | -$5.13K | 0.04% | 343 |
|
|
2023
Q4 | $525K | Buy |
6,751
+3,061
| +83% | +$238K | 0.04% | 402 |
|
|
2023
Q3 | $256K | Sell |
3,690
-28
| -0.8% | -$1.94K | 0.02% | 548 |
|
|
2023
Q2 | $272K | Sell |
3,718
-1,128
| -23% | -$82.4K | 0.02% | 526 |
|
|
2023
Q1 | $339K | Sell |
4,846
-92
| -2% | -$6.43K | 0.03% | 467 |
|
|
2022
Q4 | $333K | Sell |
4,938
-4,971
| -50% | -$335K | 0.03% | 440 |
|
|
2022
Q3 | $613K | Sell |
9,909
-2,273
| -19% | -$141K | 0.04% | 419 |
|
|
2022
Q2 | $785K | Sell |
12,182
-1,388
| -10% | -$89.4K | 0.05% | 356 |
|
|
2022
Q1 | $1.06M | Buy |
13,570
+6,816
| +101% | +$532K | 0.05% | 327 |
|
|
2021
Q4 | $560K | Buy |
+6,754
| New | +$560K | 0.06% | 302 |
|
|
2021
Q2 | $630K | Buy |
7,939
+1,322
| +20% | +$105K | 0.06% | 311 |
|
|
2021
Q1 | $489K | Hold |
6,617
| – | – | 0.07% | 279 |
|
|
2020
Q4 | $454K | Buy |
6,617
+242
| +4% | +$16.6K | 0.07% | 271 |
|
|
2020
Q3 | $366K | Hold |
6,375
| – | – | 0.06% | 293 |
|
|
2020
Q2 | $342K | Buy |
6,375
+348
| +6% | +$18.7K | 0.06% | 289 |
|
|
2020
Q1 | $261K | Buy |
6,027
+1,011
| +20% | +$43.8K | 0.06% | 294 |
|
|
2019
Q4 | $299K | Sell |
5,016
-78
| -2% | -$4.65K | 0.05% | 310 |
|
|
2019
Q3 | $284K | Sell |
5,094
-80
| -2% | -$4.46K | 0.06% | 302 |
|
|
2019
Q2 | $288K | Hold |
5,174
| – | – | 0.04% | 312 |
|
|
2019
Q1 | $280K | Buy |
5,174
+332
| +7% | +$18K | 0.06% | 300 |
|
|
2018
Q4 | $225K | Buy |
+4,842
| New | +$225K | 0.06% | 304 |
|