Adero Partners’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
Q1 | $500K | Hold |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $475K | Hold |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $459K | Hold |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $461K | Hold |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $455K | Hold |
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|
2021
Q1 | $424K | Hold |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $308K | Hold |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $360K | Buy |
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