Allworth Financial’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 | $1.75M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $954K | Buy |
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|
2023
Q4 | $815K | Buy |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $785K | Buy |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $797K | Buy |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $150K | Hold |
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|
2018
Q4 | $130K | Hold |
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|
2018
Q3 | $154K | Buy |
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|
2018
Q2 | $89K | Hold |
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|
2018
Q1 | $87K | Buy |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $72K | Sell |
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|
2017
Q2 | $275K | Buy |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | $65K | Hold |
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|
2016
Q3 | $64K | Hold |
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|
2016
Q2 | $61K | Hold |
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|
2016
Q1 | $59K | Hold |
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|
2015
Q4 | $58K | Hold |
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|
2015
Q3 | $57K | Hold |
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|
2015
Q2 | $62K | Hold |
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|
2015
Q1 | $63K | Buy |
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