Badgley Phelps Wealth Managers’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 | $63.8M | Buy |
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|
2025
Q2 | $60.2M | Buy |
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|
2025
Q1 | $54M | Buy |
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|
2024
Q4 | $54.8M | Buy |
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|
2024
Q3 | $54.2M | Buy |
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|
2024
Q2 | $49.4M | Buy |
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|
2024
Q1 | $50.3M | Buy |
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|
2023
Q4 | $45.6M | Buy |
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|
2023
Q3 | $36.4M | Buy |
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|
2023
Q2 | $35.5M | Buy |
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|
2023
Q1 | $33.2M | Buy |
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|
2022
Q4 | $30.2M | Buy |
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|
2022
Q3 | $26.6M | Buy |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $24.7M | Buy |
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|
2021
Q4 | $24.9M | Buy |
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|
2021
Q3 | $20.2M | Buy |
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