Willis Johnson & Associates’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
Q1 | – | Sell |
-2,360
| Closed | -$209K | – | 168 |
|
|
2024
Q4 | $209K | Sell |
2,360
-62
| -3% | -$5.48K | 0.02% | 146 |
|
|
2024
Q3 | $214K | Buy |
+2,422
| New | +$214K | 0.02% | 156 |
|
|
2024
Q2 | – | Sell |
-2,462
| Closed | -$207K | – | 159 |
|
|
2024
Q1 | $207K | Buy |
+2,462
| New | +$207K | 0.02% | 145 |
|
|
2023
Q3 | – | Sell |
-2,844
| Closed | -$208K | – | 132 |
|
|
2023
Q2 | $208K | Sell |
2,844
-199
| -7% | -$14.5K | 0.02% | 124 |
|
|
2023
Q1 | $213K | Buy |
+3,043
| New | +$213K | 0.03% | 111 |
|
|
2022
Q4 | – | Sell |
-7,013
| Closed | -$436K | – | 115 |
|
|
2022
Q3 | $436K | Sell |
7,013
-260
| -4% | -$16.2K | 0.06% | 69 |
|
|
2022
Q2 | $470K | Sell |
7,273
-101
| -1% | -$6.53K | 0.07% | 71 |
|
|
2022
Q1 | $575K | Sell |
7,374
-321
| -4% | -$25K | 0.08% | 64 |
|
|
2021
Q4 | $639K | Sell |
7,695
-352
| -4% | -$29.2K | 0.08% | 56 |
|
|
2021
Q3 | $629K | Sell |
8,047
-278
| -3% | -$21.7K | 0.09% | 56 |
|
|
2021
Q2 | $660K | Sell |
8,325
-214
| -3% | -$17K | 0.09% | 51 |
|
|
2021
Q1 | $631K | Sell |
8,539
-247
| -3% | -$18.3K | 0.1% | 47 |
|
|
2020
Q4 | $602K | Buy |
+8,786
| New | +$602K | 0.1% | 48 |
|