1IA
1834 Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
3,028
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $258K | Hold |
3,028
| – | – | 0.03% | 194 |
|
|
2024
Q4 | $268K | Hold |
3,028
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $267K | Hold |
3,028
| – | – | 0.03% | 203 |
|
|
2024
Q2 | $246K | Hold |
3,028
| – | – | 0.03% | 203 |
|
|
2024
Q1 | $255K | Hold |
3,028
| – | – | 0.03% | 201 |
|
|
2023
Q4 | $235K | Hold |
3,028
| – | – | 0.03% | 214 |
|
|
2023
Q3 | $210K | Hold |
3,028
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $221K | Hold |
3,028
| – | – | 0.03% | 225 |
|
|
2023
Q1 | $212K | Hold |
3,028
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $204K | Buy |
+3,028
| New | +$204K | 0.03% | 181 |
|
|
2022
Q3 | – | Sell |
-3,028
| Closed | -$196K | – | 331 |
|
|
2022
Q2 | $196K | Hold |
3,028
| – | – | 0.03% | 196 |
|
|
2022
Q1 | $236K | Hold |
3,028
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $251K | Hold |
3,028
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $237K | Hold |
3,028
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $240K | Hold |
3,028
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $224K | Sell |
3,028
-92
| -3% | -$6.81K | 0.03% | 189 |
|
|
2020
Q4 | $214K | Hold |
3,120
| – | – | 0.03% | 185 |
|
|
2020
Q3 | $179K | Hold |
3,120
| – | – | 0.03% | 191 |
|
|
2020
Q2 | $167K | Hold |
3,120
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $135K | Hold |
3,120
| – | – | 0.03% | 204 |
|
|
2019
Q4 | $186K | Hold |
3,120
| – | – | 0.03% | 202 |
|
|
2019
Q3 | $175K | Hold |
3,120
| – | – | 0.03% | 213 |
|
|
2019
Q2 | $174K | Hold |
3,120
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $168K | Hold |
3,120
| – | – | 0.03% | 205 |
|
|
2018
Q4 | $145K | Buy |
3,120
+2,340
| +300% | +$109K | 0.02% | 205 |
|
|
2018
Q3 | $172K | Sell |
780
-5
| -0.6% | -$1.1K | 0.03% | 203 |
|
|
2018
Q2 | $167K | Hold |
785
| – | – | 0.03% | 194 |
|
|
2018
Q1 | $162K | Sell |
785
-16
| -2% | -$3.3K | 0.03% | 187 |
|
|
2017
Q4 | $167K | Buy |
+801
| New | +$167K | 0.03% | 194 |
|