Wooster Corthell 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 | $1.28M | Sell |
13,903
-212
| -2% | -$19.5K | 0.24% | 41 |
|
|
2025
Q1 | $1.2M | Sell |
14,115
-96
| -0.7% | -$8.17K | 0.25% | 36 |
|
|
2024
Q4 | $1.26M | Sell |
14,211
-404
| -3% | -$35.7K | 0.27% | 33 |
|
|
2024
Q3 | $1.29M | Sell |
14,615
-39
| -0.3% | -$3.44K | 0.27% | 34 |
|
|
2024
Q2 | $1.19M | Sell |
14,654
-312
| -2% | -$25.3K | 0.27% | 33 |
|
|
2024
Q1 | $1.26M | Sell |
14,966
-462
| -3% | -$38.9K | 0.29% | 31 |
|
|
2023
Q4 | $1.2M | Buy |
15,428
+761
| +5% | +$59.2K | 0.29% | 31 |
|
|
2023
Q3 | $1.02M | Sell |
14,667
-2,830
| -16% | -$196K | 0.27% | 32 |
|
|
2023
Q2 | $1.28M | Buy |
17,497
+645
| +4% | +$47.1K | 0.33% | 29 |
|
|
2023
Q1 | $1.18M | Sell |
16,852
-40
| -0.2% | -$2.8K | 0.31% | 31 |
|
|
2022
Q4 | $1.14M | Buy |
16,892
+6,537
| +63% | +$441K | 0.32% | 30 |
|
|
2022
Q3 | $644K | Buy |
10,355
+7,220
| +230% | +$449K | 0.19% | 39 |
|
|
2022
Q2 | $203K | Buy |
+3,135
| New | +$203K | 0.06% | 47 |
|