Arthur M. Cohen & Associates’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
Q3 | $486K | Buy |
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|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $387K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $341 | Buy |
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|
2018
Q3 | $401 | Buy |
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|
2018
Q2 | $384K | Hold |
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|
2018
Q1 | $365K | Sell |
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|
2017
Q4 | $342 | Buy |
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|
2017
Q2 | $342K | Hold |
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|
2017
Q1 | $332K | Buy |
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|
2016
Q4 | $294K | Buy |
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|
2014
Q3 | $352K | Buy |
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