Albion Financial Group’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 | $80.2M | Sell |
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|
2025
Q1 | $74.5M | Sell |
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|
2024
Q4 | $77.5M | Sell |
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|
2024
Q3 | $79.8M | Sell |
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|
2024
Q2 | $73.5M | Sell |
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|
2024
Q1 | $76.4M | Sell |
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|
2023
Q4 | $71M | Buy |
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|
2023
Q3 | $62.4M | Sell |
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|
2023
Q2 | $66.1M | Sell |
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|
2023
Q1 | $64.4M | Buy |
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|
2022
Q4 | $61.8M | Buy |
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|
2022
Q3 | $56.6M | Buy |
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|
2022
Q2 | $58.5M | Buy |
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|
2022
Q1 | $67.7M | Buy |
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|
2021
Q4 | $70.8M | Buy |
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|
2021
Q3 | $63.6M | Sell |
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|
2021
Q2 | $65.1M | Buy |
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|
2020
Q4 | $56M | Buy |
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|
2020
Q3 | $46.4M | Sell |
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|
2020
Q2 | $43.9M | Buy |
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|
2020
Q1 | $34.9M | Buy |
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|
2019
Q4 | $48M | Buy |
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|
2019
Q3 | $44.9M | Sell |
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|
2019
Q2 | $47.2M | Buy |
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|
2019
Q1 | $45M | Buy |
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|
2018
Q4 | $38.7M | Buy |
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|
2018
Q3 | $45.1M | Buy |
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|
2018
Q2 | $42.4M | Buy |
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|
2018
Q1 | $40.5M | Buy |
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|
2017
Q4 | $40.2M | Buy |
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|
2017
Q3 | $37.9M | Buy |
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|
2017
Q2 | $36M | Sell |
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|
2017
Q1 | $35.1M | Buy |
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|
2016
Q4 | $2.11M | Buy |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $1.77M | Buy |
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|
2016
Q1 | $1.62M | Sell |
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|
2015
Q4 | $1.76M | Sell |
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|
2015
Q3 | $1.73M | Sell |
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|
2015
Q2 | $6.56M | Sell |
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|
2015
Q1 | $6.83M | Sell |
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|
2014
Q4 | $6.96M | Sell |
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|
2014
Q3 | $6.69M | Buy |
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|
2014
Q2 | $6.79M | Buy |
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|
2014
Q1 | $6.35M | Buy |
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|
2013
Q4 | $6M | Sell |
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|
2013
Q3 | $5.57M | Buy |
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|
2013
Q2 | $5.19M | Buy |
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