Acropolis Investment 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 | $5.16M | Sell |
56,152
-1,444
| -3% | -$133K | 0.28% | 39 |
|
|
2025
Q1 | $4.9M | Sell |
57,596
-3,226
| -5% | -$274K | 0.29% | 39 |
|
|
2024
Q4 | $5.38M | Buy |
60,822
+30
| +0% | +$2.65K | 0.32% | 36 |
|
|
2024
Q3 | $5.36M | Buy |
60,792
+475
| +0.8% | +$41.9K | 0.32% | 33 |
|
|
2024
Q2 | $4.89M | Buy |
60,317
+120
| +0.2% | +$9.73K | 0.31% | 36 |
|
|
2024
Q1 | $5.06M | Sell |
60,197
-1,287
| -2% | -$108K | 0.33% | 34 |
|
|
2023
Q4 | $4.78M | Sell |
61,484
-37
| -0.1% | -$2.88K | 0.33% | 34 |
|
|
2023
Q3 | $4.26M | Sell |
61,521
-146
| -0.2% | -$10.1K | 0.33% | 35 |
|
|
2023
Q2 | $4.5M | Buy |
61,667
+212
| +0.3% | +$15.5K | 0.35% | 33 |
|
|
2023
Q1 | $4.3M | Sell |
61,455
-349
| -0.6% | -$24.4K | 0.35% | 33 |
|
|
2022
Q4 | $4.17M | Sell |
61,804
-1,646
| -3% | -$111K | 0.37% | 27 |
|
|
2022
Q3 | $3.94M | Sell |
63,450
-2,005
| -3% | -$125K | 0.4% | 27 |
|
|
2022
Q2 | $4.23M | Sell |
65,455
-1,113
| -2% | -$72K | 0.42% | 27 |
|
|
2022
Q1 | $5.2M | Sell |
66,568
-1,344
| -2% | -$105K | 0.47% | 26 |
|
|
2021
Q4 | $5.64M | Sell |
67,912
-4,720
| -6% | -$392K | 0.51% | 22 |
|
|
2021
Q3 | $5.37M | Sell |
72,632
-586
| -0.8% | -$43.3K | 0.64% | 20 |
|
|
2021
Q2 | $5.8M | Sell |
73,218
-1,885
| -3% | -$149K | 0.56% | 21 |
|
|
2021
Q1 | $5.55M | Sell |
75,103
-3,183
| -4% | -$235K | 0.57% | 21 |
|
|
2020
Q4 | $5.37M | Sell |
78,286
-1,615
| -2% | -$111K | 0.59% | 20 |
|
|
2020
Q3 | $4.59M | Sell |
79,901
-4,505
| -5% | -$259K | 0.57% | 22 |
|
|
2020
Q2 | $4.52M | Sell |
84,406
-7,899
| -9% | -$423K | 0.6% | 21 |
|
|
2020
Q1 | $3.99M | Buy |
92,305
+477
| +0.5% | +$20.6K | 0.62% | 20 |
|
|
2019
Q4 | $5.48M | Sell |
91,828
-2,072
| -2% | -$124K | 0.76% | 16 |
|
|
2019
Q3 | $5.25M | Hold |
93,900
| – | – | 0.76% | 17 |
|
|
2019
Q2 | $5.25M | Sell |
93,900
-155
| -0.2% | -$8.66K | 0.8% | 17 |
|
|
2019
Q1 | $5.07M | Sell |
94,055
-628
| -0.7% | -$33.9K | 0.8% | 17 |
|
|
2018
Q4 | $4.4M | Buy |
94,683
+10,155
| +12% | +$472K | 0.77% | 17 |
|
|
2018
Q3 | $4.66M | Sell |
84,528
-1,500
| -2% | -$82.7K | 0.75% | 15 |
|
|
2018
Q2 | $4.56M | Buy |
86,028
+152
| +0.2% | +$8.06K | 0.75% | 16 |
|
|
2018
Q1 | $4.43M | Sell |
85,876
-200
| -0.2% | -$10.3K | 0.72% | 16 |
|
|
2017
Q4 | $4.48M | Buy |
86,076
+416
| +0.5% | +$21.6K | 0.69% | 16 |
|
|
2017
Q3 | $4.22M | Hold |
85,660
| – | – | 0.69% | 16 |
|
|
2017
Q2 | $4.11M | Sell |
85,660
-188
| -0.2% | -$9.03K | 0.7% | 16 |
|
|
2017
Q1 | $4.02M | Sell |
85,848
-616
| -0.7% | -$28.8K | 0.7% | 16 |
|
|
2016
Q4 | $3.87M | Sell |
86,464
-4,036
| -4% | -$180K | 0.72% | 16 |
|
|
2016
Q3 | $3.94M | Sell |
90,500
-2,360
| -3% | -$103K | 0.73% | 17 |
|
|
2016
Q2 | $3.91M | Sell |
92,860
-12,400
| -12% | -$521K | 0.74% | 17 |
|
|
2016
Q1 | $4.29M | Sell |
105,260
-940
| -0.9% | -$38.3K | 0.82% | 18 |
|
|
2015
Q4 | $4.25M | Sell |
106,200
-380
| -0.4% | -$15.2K | 0.85% | 17 |
|
|
2015
Q3 | $4.15M | Buy |
106,580
+11,760
| +12% | +$457K | 0.85% | 17 |
|
|
2015
Q2 | $4.04M | Sell |
94,820
-3,980
| -4% | -$169K | 0.79% | 17 |
|
|
2015
Q1 | $4.28M | Sell |
98,800
-3,560
| -3% | -$154K | 0.8% | 17 |
|
|
2014
Q4 | $4.27M | Sell |
102,360
-6,640
| -6% | -$277K | 0.83% | 18 |
|
|
2014
Q3 | $4.32M | Sell |
109,000
-2,128
| -2% | -$84.2K | 0.86% | 17 |
|
|
2014
Q2 | $4.52M | Sell |
111,128
-4,100
| -4% | -$167K | 0.91% | 18 |
|
|
2014
Q1 | $4.46M | Sell |
115,228
-4,940
| -4% | -$191K | 0.91% | 18 |
|
|
2013
Q4 | $4.51M | Sell |
120,168
-7,832
| -6% | -$294K | 0.97% | 18 |
|
|
2013
Q3 | $4.45M | Sell |
128,000
-11,740
| -8% | -$408K | 0.93% | 19 |
|
|
2013
Q2 | $4.54M | Buy |
+139,740
| New | +$4.54M | 0.98% | 19 |
|