Aspen Investment Management’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 | $261K | Hold |
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|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $350K | Hold |
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|
2018
Q1 | $341K | Sell |
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|
2017
Q4 | $358K | Hold |
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|
2017
Q3 | $339K | Sell |
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|
2017
Q2 | $338K | Sell |
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|
2017
Q1 | $336K | Hold |
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|
2016
Q4 | $321K | Buy |
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|
2016
Q3 | $269K | Buy |
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|
2016
Q2 | $209K | Hold |
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|
2016
Q1 | $202K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Hold |
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|
2015
Q1 | $215K | Hold |
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|
2014
Q4 | $207K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $202K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $201K | Buy |
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