Adero Partners’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
Q1 | $500K | Hold |
5,881
| – | – | 0.03% | 123 |
|
|
2024
Q4 | $520K | Sell |
5,881
-164
| -3% | -$14.5K | 0.03% | 117 |
|
|
2024
Q3 | $533K | Buy |
6,045
+192
| +3% | +$16.9K | 0.04% | 119 |
|
|
2024
Q2 | $475K | Hold |
5,853
| – | – | 0.03% | 120 |
|
|
2024
Q1 | $492K | Sell |
5,853
-48
| -0.8% | -$4.04K | 0.04% | 115 |
|
|
2023
Q4 | $459K | Hold |
5,901
| – | – | 0.04% | 117 |
|
|
2023
Q3 | $409K | Hold |
5,901
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $431K | Sell |
5,901
-374
| -6% | -$27.3K | 0.04% | 111 |
|
|
2023
Q1 | $439K | Buy |
6,275
+374
| +6% | +$26.2K | 0.05% | 107 |
|
|
2022
Q4 | $398K | Sell |
5,901
-437
| -7% | -$29.5K | 0.05% | 109 |
|
|
2022
Q3 | $411K | Buy |
6,338
+437
| +7% | +$28.3K | 0.05% | 99 |
|
|
2022
Q2 | $384K | Hold |
5,901
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $461K | Hold |
5,901
| – | – | 0.07% | 93 |
|
|
2021
Q4 | $490K | Hold |
5,901
| – | – | 0.08% | 97 |
|
|
2021
Q3 | $462K | Buy |
5,901
+161
| +3% | +$12.6K | 0.08% | 92 |
|
|
2021
Q2 | $455K | Hold |
5,740
| – | – | 0.11% | 85 |
|
|
2021
Q1 | $424K | Hold |
5,740
| – | – | 0.19% | 74 |
|
|
2020
Q4 | $393K | Hold |
5,740
| – | – | 0.34% | 50 |
|
|
2020
Q3 | $329K | Hold |
5,740
| – | – | 0.26% | 64 |
|
|
2020
Q2 | $308K | Hold |
5,740
| – | – | 0.32% | 56 |
|
|
2020
Q1 | $248K | Sell |
5,740
-296
| -5% | -$12.8K | 0.41% | 57 |
|
|
2019
Q4 | $360K | Buy |
+6,036
| New | +$360K | 0.4% | 55 |
|