Asset Dedication LLC’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
Q2 | $81.6K | Hold |
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|
2025
Q1 | $75.5K | Hold |
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|
2024
Q4 | $78.4K | Buy |
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|
2024
Q3 | $74K | Hold |
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|
2024
Q2 | $68K | Hold |
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|
2024
Q1 | $70K | Hold |
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|
2023
Q4 | $65K | Sell |
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|
2023
Q3 | $79K | Hold |
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|
2023
Q2 | $86K | Hold |
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|
2023
Q1 | $81K | Sell |
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|
2022
Q4 | $84K | Hold |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $46K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $17K | Sell |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $18K | Sell |
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|
2015
Q4 | $229K | Buy |
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