Wolff Wiese Magana’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 | $36.6K | Sell |
398
-18
| -4% | -$1.65K | 0.02% | 230 |
|
|
2025
Q1 | $35.4K | Hold |
416
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $36.8K | Sell |
416
-198
| -32% | -$17.5K | 0.02% | 223 |
|
|
2024
Q3 | $54.1K | Buy |
614
+218
| +55% | +$19.2K | 0.04% | 182 |
|
|
2024
Q2 | $32.1K | Buy |
396
+1
| +0.3% | +$81 | 0.03% | 203 |
|
|
2024
Q1 | $33.2K | Hold |
395
| – | – | 0.03% | 181 |
|
|
2023
Q4 | $30.7K | Sell |
395
-210
| -35% | -$16.3K | 0.03% | 184 |
|
|
2023
Q3 | $41.9K | Hold |
605
| – | – | 0.03% | 198 |
|
|
2023
Q2 | $44.2K | Hold |
605
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $42.3K | Hold |
605
| – | – | 0.03% | 198 |
|
|
2022
Q4 | $40.8K | Hold |
605
| – | – | 0.04% | 201 |
|
|
2022
Q3 | $38K | Hold |
605
| – | – | 0.03% | 276 |
|
|
2022
Q2 | $39K | Hold |
605
| – | – | 0.03% | 295 |
|
|
2022
Q1 | $48K | Buy |
605
+135
| +29% | +$10.7K | 0.03% | 279 |
|
|
2021
Q4 | $39K | Buy |
470
+210
| +81% | +$17.4K | 0.03% | 314 |
|
|
2021
Q3 | $20K | Hold |
260
| – | – | 0.01% | 420 |
|
|
2021
Q2 | $21K | Hold |
260
| – | – | 0.02% | 391 |
|
|
2021
Q1 | $19K | Hold |
260
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $18K | Buy |
+260
| New | +$18K | 0.02% | 383 |
|