Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.92M | Sell |
71,143
-67
| -0.1% | -$6.69K | 0.06% | 280 |
|
|
2025
Q4 | $6.86M | Sell |
71,210
-16
| -0% | -$1.54K | 0.06% | 274 |
|
|
2025
Q3 | $6.88M | Sell |
71,226
-571
| -0.8% | -$54.1K | 0.06% | 270 |
|
|
2025
Q2 | $6.6M | Buy |
71,797
+531
| +0.7% | +$45.9K | 0.07% | 257 |
|
|
2025
Q1 | $6.06M | Sell |
71,266
-56
| -0.1% | -$5K | 0.07% | 249 |
|
|
2024
Q4 | $6.3M | Sell |
71,322
-819
| -1% | -$74.3K | 0.08% | 232 |
|
|
2024
Q3 | $6.36M | Buy |
72,141
+63,024
| +691% | +$5.31M | 0.1% | 185 |
|
|
2024
Q2 | $739K | Sell |
9,117
-123
| -1% | -$10K | 0.01% | 436 |
|
|
2024
Q1 | $777K | Buy |
9,240
+489
| +6% | +$38.7K | 0.02% | 428 |
|
|
2023
Q4 | $680K | Sell |
8,751
-89
| -1% | -$6.32K | 0.02% | 334 |
|
|
2023
Q3 | $612K | Buy |
8,840
+137
| +2% | +$9.99K | 0.02% | 349 |
|
|
2023
Q2 | $636K | Hold |
8,703
| – | – | 0.02% | 303 |
|
|
2023
Q1 | $609K | Hold |
8,703
| – | – | 0.02% | 304 |
|
|
2022
Q4 | $587K | Buy |
8,703
+125
| +1% | +$8.43K | 0.02% | 332 |
|
|
2022
Q3 | $533K | Sell |
8,578
-196
| -2% | -$13.5K | 0.02% | 321 |
|
|
2022
Q2 | $567K | Buy |
8,774
+212
| +2% | +$15.1K | 0.02% | 269 |
|
|
2022
Q1 | $668K | Buy |
8,562
+46
| +0.5% | +$3.54K | 0.02% | 277 |
|
|
2021
Q4 | $707K | Hold |
8,516
| – | – | 0.02% | 264 |
|
|
2021
Q3 | $666K | Hold |
8,516
| – | – | 0.03% | 268 |
|
|
2021
Q2 | $675K | Hold |
8,516
| – | – | 0.03% | 267 |
|
|
2021
Q1 | $630K | Hold |
8,516
| – | – | 0.03% | 254 |
|
|
2020
Q4 | $583K | Hold |
8,516
| – | – | 0.03% | 232 |
|
|
2020
Q3 | $488K | Hold |
8,516
| – | – | 0.03% | 230 |
|
|
2020
Q2 | $456K | Hold |
8,516
| – | – | 0.04% | 207 |
|
|
2020
Q1 | $367K | Hold |
8,516
| – | – | 0.04% | 209 |
|
|
2019
Q4 | $507K | Hold |
8,516
| – | – | 0.05% | 264 |
|
|
2019
Q3 | $476K | Hold |
8,516
| – | – | 0.05% | 267 |
|
|
2019
Q2 | $475K | Hold |
8,516
| – | – | 0.07% | 248 |
|
|
2019
Q1 | $459K | Buy |
+8,516
| New | +$441K | 0.08% | 202 |
|
Other funds holding IWR
