Arrow Financial’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 | $375K | Hold |
4,076
| – | – | 0.04% | 135 |
|
|
2025
Q1 | $347K | Sell |
4,076
-90
| -2% | -$7.66K | 0.04% | 134 |
|
|
2024
Q4 | $368K | Sell |
4,166
-55
| -1% | -$4.86K | 0.04% | 145 |
|
|
2024
Q3 | $372K | Sell |
4,221
-305
| -7% | -$26.9K | 0.03% | 147 |
|
|
2024
Q2 | $367K | Sell |
4,526
-168
| -4% | -$13.6K | 0.04% | 143 |
|
|
2024
Q1 | $395K | Sell |
4,694
-201
| -4% | -$16.9K | 0.04% | 142 |
|
|
2023
Q4 | $380K | Sell |
4,895
-12
| -0.2% | -$933 | 0.04% | 140 |
|
|
2023
Q3 | $340K | Sell |
4,907
-138
| -3% | -$9.56K | 0.04% | 143 |
|
|
2023
Q2 | $368K | Sell |
5,045
-166
| -3% | -$12.1K | 0.04% | 136 |
|
|
2023
Q1 | $364K | Sell |
5,211
-238
| -4% | -$16.6K | 0.05% | 137 |
|
|
2022
Q4 | $368K | Sell |
5,449
-110
| -2% | -$7.43K | 0.05% | 134 |
|
|
2022
Q3 | $346K | Hold |
5,559
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $359K | Buy |
5,559
+168
| +3% | +$10.8K | 0.05% | 132 |
|
|
2022
Q1 | $420K | Buy |
5,391
+1,056
| +24% | +$82.3K | 0.05% | 136 |
|
|
2021
Q4 | $360K | Sell |
4,335
-2,900
| -40% | -$241K | 0.04% | 143 |
|
|
2021
Q3 | $566K | Sell |
7,235
-300
| -4% | -$23.5K | 0.07% | 129 |
|
|
2021
Q2 | $597K | Hold |
7,535
| – | – | 0.08% | 130 |
|
|
2021
Q1 | $557K | Sell |
7,535
-20
| -0.3% | -$1.48K | 0.07% | 131 |
|
|
2020
Q4 | $518K | Hold |
7,555
| – | – | 0.1% | 119 |
|
|
2020
Q3 | $434K | Sell |
7,555
-6,939
| -48% | -$399K | 0.09% | 118 |
|
|
2020
Q2 | $777K | Sell |
14,494
-1,500
| -9% | -$80.4K | 0.17% | 99 |
|
|
2020
Q1 | $691K | Sell |
15,994
-425
| -3% | -$18.4K | 0.16% | 99 |
|
|
2019
Q4 | $979K | Sell |
16,419
-40
| -0.2% | -$2.39K | 0.19% | 96 |
|
|
2019
Q3 | $921K | Sell |
16,459
-1,040
| -6% | -$58.2K | 0.19% | 97 |
|
|
2019
Q2 | $978K | Sell |
17,499
-1,275
| -7% | -$71.3K | 0.21% | 93 |
|
|
2019
Q1 | $1.01M | Sell |
18,774
-854
| -4% | -$46.1K | 0.23% | 91 |
|
|
2018
Q4 | $912K | Sell |
19,628
-1,320
| -6% | -$61.3K | 0.23% | 92 |
|
|
2018
Q3 | $1.16M | Buy |
20,948
+180
| +0.9% | +$9.93K | 0.24% | 91 |
|
|
2018
Q2 | $1.1M | Sell |
20,768
-340
| -2% | -$18K | 0.25% | 90 |
|
|
2018
Q1 | $1.09M | Buy |
21,108
+6,424
| +44% | +$332K | 0.25% | 88 |
|
|
2017
Q4 | $764K | Sell |
14,684
-20
| -0.1% | -$1.04K | 0.18% | 106 |
|
|
2017
Q3 | $725K | Sell |
14,704
-5,960
| -29% | -$294K | 0.17% | 111 |
|
|
2017
Q2 | $993K | Buy |
20,664
+1,980
| +11% | +$95.1K | 0.24% | 97 |
|
|
2017
Q1 | $874K | Buy |
18,684
+5,972
| +47% | +$279K | 0.21% | 101 |
|
|
2016
Q4 | $568K | Buy |
12,712
+3,360
| +36% | +$150K | 0.14% | 115 |
|
|
2016
Q3 | $407K | Buy |
9,352
+932
| +11% | +$40.6K | 0.1% | 127 |
|
|
2016
Q2 | $354K | Buy |
8,420
+440
| +6% | +$18.5K | 0.09% | 137 |
|
|
2016
Q1 | $325K | Buy |
7,980
+5,940
| +291% | +$242K | 0.09% | 139 |
|
|
2015
Q4 | $82K | Buy |
+2,040
| New | +$82K | 0.02% | 188 |
|