Baker Avenue Asset Management’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 | $398K | Buy |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $235K | Buy |
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