1834 Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $196K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $214K | Hold |
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|
2020
Q3 | $179K | Hold |
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|
2020
Q2 | $167K | Hold |
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|
2020
Q1 | $135K | Hold |
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|
2019
Q4 | $186K | Hold |
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|
2019
Q3 | $175K | Hold |
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|
2019
Q2 | $174K | Hold |
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|
2019
Q1 | $168K | Hold |
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|
2018
Q4 | $145K | Hold |
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|
2018
Q3 | $172K | Sell |
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|
2018
Q2 | $167K | Hold |
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|
2018
Q1 | $162K | Sell |
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|
2017
Q4 | $167K | Buy |
|