Ballast Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $165K | Buy |
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|
2025
Q4 | $158K | Sell |
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|
2025
Q3 | $159K | Sell |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $161K | Sell |
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|
2024
Q4 | $191K | Buy |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $172K | Buy |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $164K | Buy |
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|
2023
Q3 | $133K | Buy |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $98.3K | Buy |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $150K | Sell |
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|
2021
Q3 | $193K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $160K | Buy |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $88K | Hold |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $88K | Buy |
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