Avantax Advisory Services’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 | $97M | Buy |
|
|||||
|
2025
Q1 | $86.5M | Buy |
|
|||||
|
2024
Q4 | $89.6M | Buy |
|
|||||
|
2024
Q3 | $87.8M | Sell |
|
|||||
|
2024
Q2 | $83.6M | Sell |
|
|||||
|
2024
Q1 | $87.7M | Sell |
|
|||||
|
2023
Q4 | $90.2M | Sell |
|
|||||
|
2023
Q3 | $81.3M | Sell |
|
|||||
|
2023
Q2 | $86.3M | Buy |
|
|||||
|
2023
Q1 | $82.1M | Sell |
|
|||||
|
2022
Q4 | $81.9M | Sell |
|
|||||
|
2022
Q3 | $79.3M | Buy |
|
|||||
|
2022
Q2 | $79.5M | Buy |
|
|||||
|
2022
Q1 | $95.2M | Buy |
|
|||||
|
2021
Q4 | $98.8M | Buy |
|
|||||
|
2021
Q3 | $90.1M | Buy |
|
|||||
|
2021
Q2 | $88M | Buy |
|
|||||
|
2021
Q1 | $80.2M | Buy |
|
|||||
|
2020
Q4 | $74.1M | Sell |
|
|||||
|
2020
Q3 | $100M | Buy |
|
|||||
|
2020
Q2 | $60.1M | Sell |
|
|||||
|
2020
Q1 | $145M | Buy |
|
|||||
|
2019
Q4 | $196M | Buy |
|
|||||
|
2019
Q3 | $174M | Buy |
|
|||||
|
2019
Q2 | $163M | Buy |
|
|||||
|
2019
Q1 | $144M | Buy |
|
|||||
|
2018
Q4 | $12.6M | Buy |
|