Baltimore-Washington Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Sell |
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|
2025
Q1 | $7.17M | Sell |
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|
2024
Q4 | $7.48M | Sell |
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|
2024
Q3 | $7.5M | Sell |
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|
2024
Q2 | $6.94M | Buy |
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|
2024
Q1 | $7.04M | Sell |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $5.99M | Sell |
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|
2023
Q2 | $6.38M | Sell |
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|
2023
Q1 | $9.8M | Sell |
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|
2022
Q4 | $9.74M | Sell |
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|
2022
Q3 | $9.39M | Buy |
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|
2022
Q2 | $9.5M | Buy |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $12.2M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $9.9M | Sell |
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|
2020
Q3 | $8.54M | Buy |
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|
2020
Q2 | $7.97M | Sell |
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|
2020
Q1 | $6.45M | Buy |
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|
2019
Q4 | $8.74M | Sell |
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|
2019
Q3 | $9.43M | Buy |
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|
2019
Q2 | $9.33M | Sell |
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|
2019
Q1 | $9.16M | Buy |
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|
2018
Q4 | $7.79M | Buy |
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|
2018
Q3 | $9.14M | Buy |
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|
2018
Q2 | $8.12M | Buy |
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|
2018
Q1 | $7.21M | Buy |
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|
2017
Q4 | $7.16M | Buy |
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|
2017
Q3 | $6.57M | Buy |
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|
2017
Q2 | $6.07M | Buy |
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|
2017
Q1 | $5.56M | Buy |
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|
2016
Q4 | $5.07M | Buy |
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|
2016
Q3 | $4.49M | Buy |
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|
2016
Q2 | $4.2M | Buy |
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|
2016
Q1 | $1.2M | Sell |
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|
2015
Q4 | $1.25M | Buy |
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|
2015
Q3 | $1.08M | Buy |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $1.26M | Sell |
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|
2014
Q4 | $1.22M | Sell |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $857K | Buy |
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|
2013
Q2 | $771K | Buy |
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