Alley Investment Management Company’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 | $2.2M | Hold |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.41M | Hold |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.35M | Hold |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.39M | Buy |
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