AssetMark Inc’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 | $477K | Buy |
|
|||||
|
2025
Q1 | $267K | Buy |
|
|||||
|
2024
Q4 | $260K | Buy |
|
|||||
|
2024
Q3 | $170K | Sell |
|
|||||
|
2024
Q2 | $39.4M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $2.33K | Sell |
|
|||||
|
2023
Q3 | $14.4K | Buy |
|
|||||
|
2023
Q2 | $10.8K | Hold |
|
|||||
|
2023
Q1 | $10.3K | Sell |
|
|||||
|
2022
Q4 | $20.2K | Sell |
|
|||||
|
2022
Q3 | $29K | Buy |
|
|||||
|
2022
Q2 | $20K | Sell |
|
|||||
|
2022
Q1 | $69K | Buy |
|
|||||
|
2021
Q4 | $70K | Sell |
|
|||||
|
2021
Q3 | $101K | Sell |
|
|||||
|
2021
Q2 | $69.8M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $19K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $1K | Sell |
|
|||||
|
2016
Q4 | $53M | Sell |
|
|||||
|
2016
Q3 | $57.5M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $22K | Buy |
|
|||||
|
2015
Q3 | $2K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $64K | Sell |
|
|||||
|
2014
Q3 | $13.1M | Buy |
|
|||||
|
2014
Q2 | $6.95M | Buy |
|