Alesco Advisors’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
Q3 | $599K | Hold |
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|
2025
Q2 | $570K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $521K | Hold |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $507K | Buy |
|