World Investment Advisors’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 | $2.87M | Buy |
31,183
+10,713
| +52% | +$985K | 0.07% | 311 |
|
|
2025
Q1 | $1.74M | Buy |
20,470
+29
| +0.1% | +$2.47K | 0.05% | 372 |
|
|
2024
Q4 | $1.81M | Buy |
20,441
+9,452
| +86% | +$836K | 0.05% | 344 |
|
|
2024
Q3 | $969K | Buy |
10,989
+1,143
| +12% | +$101K | 0.03% | 433 |
|
|
2024
Q2 | $798K | Buy |
9,846
+6,363
| +183% | +$516K | 0.05% | 317 |
|
|
2024
Q1 | $293K | Sell |
3,483
-4,807
| -58% | -$404K | 0.04% | 311 |
|
|
2023
Q4 | $644K | Buy |
8,290
+2,250
| +37% | +$175K | 0.08% | 192 |
|
|
2023
Q3 | $420K | Sell |
6,040
-246
| -4% | -$17.1K | 0.08% | 159 |
|
|
2023
Q2 | $459K | Sell |
6,286
-30
| -0.5% | -$2.19K | 0.09% | 144 |
|
|
2023
Q1 | $442K | Sell |
6,316
-112
| -2% | -$7.83K | 0.09% | 144 |
|
|
2022
Q4 | $434K | Sell |
6,428
-80
| -1% | -$5.4K | 0.1% | 142 |
|
|
2022
Q3 | $404K | Buy |
6,508
+1,112
| +21% | +$69K | 0.1% | 152 |
|
|
2022
Q2 | $385K | Sell |
5,396
-1,592
| -23% | -$114K | 0.08% | 172 |
|
|
2022
Q1 | $545K | Sell |
6,988
-2,935
| -30% | -$229K | 0.11% | 136 |
|
|
2021
Q4 | $774K | Sell |
9,923
-24,430
| -71% | -$1.91M | 0.16% | 107 |
|
|
2021
Q3 | $2.69M | Buy |
34,353
+2,332
| +7% | +$182K | 0.61% | 27 |
|
|
2021
Q2 | $2.54M | Buy |
32,021
+1,061
| +3% | +$84.1K | 0.58% | 31 |
|
|
2021
Q1 | $2.35M | Buy |
30,960
+1,583
| +5% | +$120K | 0.56% | 33 |
|
|
2020
Q4 | $2.18M | Buy |
29,377
+3,810
| +15% | +$283K | 0.55% | 34 |
|
|
2020
Q3 | $1.47M | Buy |
25,567
+1,615
| +7% | +$92.7K | 0.5% | 39 |
|
|
2020
Q2 | $1.4M | Buy |
+23,952
| New | +$1.4M | 0.49% | 36 |
|
|
2020
Q1 | – | Sell |
-4,104
| Closed | -$245K | – | 160 |
|
|
2019
Q4 | $245K | Hold |
4,104
| – | – | 0.1% | 132 |
|
|
2019
Q3 | $230K | Hold |
4,104
| – | – | 0.1% | 127 |
|
|
2019
Q2 | $228K | Buy |
4,104
+40
| +1% | +$2.22K | 0.1% | 120 |
|
|
2019
Q1 | $219K | Sell |
4,064
-3,280
| -45% | -$177K | 0.1% | 111 |
|
|
2018
Q4 | $388K | Buy |
+7,344
| New | +$388K | 0.17% | 81 |
|