Badgley Phelps Wealth Managers’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2M | Buy |
654,268
+19,198
| +3% | +$1.77M | 1.33% | 18 |
|
|
2025
Q1 | $54M | Buy |
635,070
+14,958
| +2% | +$1.27M | 1.3% | 19 |
|
|
2024
Q4 | $54.8M | Buy |
620,112
+5,115
| +0.8% | +$452K | 1.28% | 23 |
|
|
2024
Q3 | $54.2M | Buy |
614,997
+6,216
| +1% | +$548K | 1.26% | 20 |
|
|
2024
Q2 | $49.4M | Buy |
608,781
+10,986
| +2% | +$891K | 1.22% | 22 |
|
|
2024
Q1 | $50.3M | Buy |
597,795
+11,764
| +2% | +$989K | 1.26% | 20 |
|
|
2023
Q4 | $45.6M | Buy |
586,031
+60,258
| +11% | +$4.68M | 1.24% | 21 |
|
|
2023
Q3 | $36.4M | Buy |
525,773
+39,646
| +8% | +$2.75M | 1.24% | 20 |
|
|
2023
Q2 | $35.5M | Buy |
486,127
+11,159
| +2% | +$815K | 1.17% | 21 |
|
|
2023
Q1 | $33.2M | Buy |
474,968
+26,909
| +6% | +$1.88M | 1.22% | 20 |
|
|
2022
Q4 | $30.2M | Buy |
448,059
+20,608
| +5% | +$1.39M | 1.21% | 25 |
|
|
2022
Q3 | $26.6M | Buy |
427,451
+106,338
| +33% | +$6.61M | 1.14% | 23 |
|
|
2022
Q2 | $20.8M | Buy |
321,113
+4,924
| +2% | +$318K | 0.85% | 37 |
|
|
2022
Q1 | $24.7M | Buy |
316,189
+16,650
| +6% | +$1.3M | 0.86% | 36 |
|
|
2021
Q4 | $24.9M | Buy |
299,539
+41,499
| +16% | +$3.44M | 0.81% | 42 |
|
|
2021
Q3 | $20.2M | Buy |
+258,040
| New | +$20.2M | 0.73% | 46 |
|