Westside Investment 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 | $18.4K | Hold |
200
| – | – | ﹤0.01% | 708 |
|
|
2025
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $17.7K | Hold |
200
| – | – | ﹤0.01% | 592 |
|
|
2024
Q3 | $17.6K | Sell |
200
-28
| -12% | -$2.47K | ﹤0.01% | 599 |
|
|
2024
Q2 | $18.5K | Hold |
228
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $19.2K | Hold |
228
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $17.7K | Hold |
228
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $15.8K | Hold |
228
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $16.7K | Hold |
228
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $15.9K | Hold |
228
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $15 | Hold |
228
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $14 | Hold |
228
| – | – | ﹤0.01% | 550 |
|
|
2022
Q2 | $14 | Hold |
228
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $17 | Hold |
228
| – | – | ﹤0.01% | 542 |
|
|
2021
Q4 | $18 | Hold |
228
| – | – | ﹤0.01% | 518 |
|
|
2021
Q3 | $17 | Hold |
228
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $18 | Hold |
228
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $16 | Hold |
228
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $15 | Hold |
228
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $13 | Hold |
228
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $12 | Hold |
228
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $9 | Buy |
+228
| New | +$9 | ﹤0.01% | 480 |
|
|
2019
Q2 | $12 | Buy |
+228
| New | +$12 | ﹤0.01% | 448 |
|
|
2018
Q4 | $9.3K | Buy |
+200
| New | +$9.3K | ﹤0.01% | 483 |
|