Westshore Wealth’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 | $6.38M | Buy |
69,381
+612
| +0.9% | +$56.3K | 2.45% | 10 |
|
|
2025
Q1 | $5.85M | Sell |
68,769
-3,240
| -4% | -$276K | 2.47% | 10 |
|
|
2024
Q4 | $6.37M | Buy |
72,009
+105
| +0.1% | +$9.28K | 2.58% | 11 |
|
|
2024
Q3 | $6.34M | Sell |
71,904
-1,357
| -2% | -$120K | 2.59% | 10 |
|
|
2024
Q2 | $5.94M | Sell |
73,261
-6,473
| -8% | -$525K | 2.47% | 9 |
|
|
2024
Q1 | $6.7M | Sell |
79,734
-1,792
| -2% | -$151K | 2.79% | 8 |
|
|
2023
Q4 | $6.34M | Sell |
81,526
-8,173
| -9% | -$635K | 2.92% | 8 |
|
|
2023
Q3 | $6.21M | Sell |
89,699
-12,834
| -13% | -$889K | 3.45% | 7 |
|
|
2023
Q2 | $7.49M | Sell |
102,533
-706
| -0.7% | -$51.6K | 3.82% | 7 |
|
|
2023
Q1 | $7.22M | Buy |
103,239
+7,871
| +8% | +$550K | 3.79% | 6 |
|
|
2022
Q4 | $6.43M | Buy |
95,368
+3,749
| +4% | +$253K | 3.66% | 6 |
|
|
2022
Q3 | $5.69M | Buy |
91,619
+6,340
| +7% | +$394K | 3.92% | 6 |
|
|
2022
Q2 | $5.51M | Buy |
85,279
+5,815
| +7% | +$376K | 3.59% | 6 |
|
|
2022
Q1 | $6.2M | Buy |
79,464
+9,064
| +13% | +$707K | 4.17% | 6 |
|
|
2021
Q4 | $5.84M | Buy |
70,400
+7,907
| +13% | +$656K | 4% | 6 |
|
|
2021
Q3 | $4.89M | Sell |
62,493
-5,030
| -7% | -$393K | 3.95% | 6 |
|
|
2021
Q2 | $5.36M | Buy |
67,523
+10,423
| +18% | +$827K | 2.76% | 8 |
|
|
2021
Q1 | $4.22M | Buy |
+57,100
| New | +$4.22M | 2.41% | 9 |
|
|
2019
Q4 | $3.9M | Buy |
+65,417
| New | +$3.9M | 4.29% | 7 |
|