Appleton 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
Q2 | $2.1M | Sell |
22,782
-260
| -1% | -$23.9K | 0.15% | 110 |
|
|
2025
Q1 | $1.96M | Sell |
23,042
-170
| -0.7% | -$14.5K | 0.15% | 106 |
|
|
2024
Q4 | $2.05M | Sell |
23,212
-40
| -0.2% | -$3.54K | 0.15% | 104 |
|
|
2024
Q3 | $2.05M | Sell |
23,252
-825
| -3% | -$72.7K | 0.15% | 104 |
|
|
2024
Q2 | $1.95M | Sell |
24,077
-816
| -3% | -$66.2K | 0.15% | 104 |
|
|
2024
Q1 | $2.09M | Sell |
24,893
-515
| -2% | -$43.3K | 0.16% | 108 |
|
|
2023
Q4 | $1.98M | Sell |
25,408
-400
| -2% | -$31.1K | 0.16% | 111 |
|
|
2023
Q3 | $1.79M | Sell |
25,808
-2,566
| -9% | -$178K | 0.16% | 109 |
|
|
2023
Q2 | $2.07M | Sell |
28,374
-1,400
| -5% | -$102K | 0.17% | 105 |
|
|
2023
Q1 | $2.08M | Buy |
29,774
+61
| +0.2% | +$4.27K | 0.19% | 109 |
|
|
2022
Q4 | $2M | Sell |
29,713
-100
| -0.3% | -$6.75K | 0.19% | 109 |
|
|
2022
Q3 | $1.85M | Sell |
29,813
-242
| -0.8% | -$15K | 0.19% | 109 |
|
|
2022
Q2 | $1.94M | Sell |
30,055
-107
| -0.4% | -$6.92K | 0.18% | 105 |
|
|
2022
Q1 | $2.35M | Buy |
30,162
+1,205
| +4% | +$94K | 0.19% | 108 |
|
|
2021
Q4 | $2.4M | Sell |
28,957
-325
| -1% | -$27K | 0.18% | 110 |
|
|
2021
Q3 | $2.29M | Hold |
29,282
| – | – | 0.19% | 111 |
|
|
2021
Q2 | $2.32M | Sell |
29,282
-13
| -0% | -$1.03K | 0.2% | 107 |
|
|
2021
Q1 | $2.17M | Sell |
29,295
-774
| -3% | -$57.2K | 0.2% | 109 |
|
|
2020
Q4 | $2.06M | Hold |
30,069
| – | – | 0.2% | 104 |
|
|
2020
Q3 | $1.73M | Sell |
30,069
-650
| -2% | -$37.3K | 0.19% | 104 |
|
|
2020
Q2 | $1.65M | Sell |
30,719
-3,232
| -10% | -$173K | 0.2% | 106 |
|
|
2020
Q1 | $1.47M | Hold |
33,951
| – | – | 0.2% | 106 |
|
|
2019
Q4 | $2.02M | Sell |
33,951
-268
| -0.8% | -$16K | 0.22% | 108 |
|
|
2019
Q3 | $1.92M | Sell |
34,219
-438
| -1% | -$24.5K | 0.23% | 106 |
|
|
2019
Q2 | $1.94M | Sell |
34,657
-780
| -2% | -$43.6K | 0.24% | 105 |
|
|
2019
Q1 | $1.91M | Sell |
35,437
-510
| -1% | -$27.5K | 0.25% | 103 |
|
|
2018
Q4 | $1.67M | Buy |
35,947
+1,975
| +6% | +$91.8K | 0.25% | 106 |
|
|
2018
Q3 | $1.87M | Sell |
33,972
-560
| -2% | -$30.9K | 0.25% | 103 |
|
|
2018
Q2 | $1.83M | Buy |
34,532
+100
| +0.3% | +$5.3K | 0.26% | 95 |
|
|
2018
Q1 | $1.78M | Sell |
34,432
-560
| -2% | -$28.9K | 0.27% | 99 |
|
|
2017
Q4 | $1.82M | Buy |
34,992
+2,720
| +8% | +$142K | 0.28% | 92 |
|
|
2017
Q3 | $1.59M | Sell |
32,272
-68
| -0.2% | -$3.35K | 0.27% | 96 |
|
|
2017
Q2 | $1.55M | Buy |
32,340
+420
| +1% | +$20.2K | 0.26% | 96 |
|
|
2017
Q1 | $1.49M | Buy |
+31,920
| New | +$1.49M | 0.27% | 96 |
|