Bank of America’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bank of America’s Portfolio IWR Stock Details IWR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.59B	Sell	60,814,837 -1,643,548	-3%	-$151M	0.41%	37
2025 Q1	$5.31B	Buy	62,458,385 +828,468	+1%	+$70.5M	0.43%	40
2024 Q4	$5.45B	Buy	61,629,917 +2,351,147	+4%	+$208M	0.46%	37
2024 Q3	$5.22B	Buy	59,278,770 +742,653	+1%	+$65.5M	0.42%	38
2024 Q2	$4.75B	Buy	58,536,117 +17,040	+0%	+$1.38M	0.42%	41
2024 Q1	$4.92B	Sell	58,519,077 -1,065,418	-2%	-$89.6M	0.45%	35
2023 Q4	$4.63B	Buy	59,584,495 +2,092,524	+4%	+$163M	0.47%	35
2023 Q3	$3.98B	Buy	57,491,971 +453,906	+0.8%	+$31.4M	0.44%	41
2023 Q2	$4.17B	Sell	57,038,065 -254,805	-0.4%	-$18.6M	0.44%	39
2023 Q1	$4.01B	Sell	57,292,870 -2,691,404	-4%	-$188M	0.41%	40
2022 Q4	$4.05B	Buy	59,984,274 +72,912	+0.1%	+$4.92M	0.46%	35
2022 Q3	$3.72B	Buy	59,911,362 +945,603	+2%	+$58.8M	0.45%	34
2022 Q2	$3.81B	Buy	58,965,759 +775,943	+1%	+$50.2M	0.43%	40
2022 Q1	$4.54B	Buy	58,189,816 +363,037	+0.6%	+$28.3M	0.44%	33
2021 Q4	$4.8B	Buy	57,826,779 +3,460,482	+6%	+$287M	0.47%	35
2021 Q3	$4.25B	Buy	54,366,297 +1,226,384	+2%	+$95.9M	0.44%	38
2021 Q2	$4.21B	Buy	53,139,913 +677,456	+1%	+$53.7M	0.44%	37
2021 Q1	$3.88B	Sell	52,462,457 -198,635	-0.4%	-$14.7M	0.44%	38
2020 Q4	$3.61B	Buy	52,661,092 +429,995	+0.8%	+$29.5M	0.47%	38
2020 Q3	$3B	Sell	52,231,097 -288,730	-0.5%	-$16.6M	0.41%	50
2020 Q2	$2.82B	Sell	52,519,827 -164,662	-0.3%	-$8.83M	0.43%	43
2020 Q1	$2.27B	Buy	52,684,489 +2,018,332	+4%	+$87.1M	0.41%	50
2019 Q4	$3.02B	Buy	50,666,157 +1,103,494	+2%	+$65.8M	0.43%	43
2019 Q3	$2.77B	Buy	49,562,663 +818,188	+2%	+$45.8M	0.41%	45
2019 Q2	$2.72B	Buy	48,744,475 +1,897,498	+4%	+$106M	0.41%	48
2019 Q1	$2.53B	Sell	46,846,977 -2,467,275	-5%	-$133M	0.39%	49
2018 Q4	$2.29B	Buy	49,314,252 +38,208,783	+344%	+$1.78B	0.4%	49
2018 Q3	$2.45B	Buy	11,105,469 +469,861	+4%	+$104M	0.38%	53
2018 Q2	$2.26B	Buy	10,635,608 +473,811	+5%	+$101M	0.37%	53
2018 Q1	$2.1B	Buy	10,161,797 +237,155	+2%	+$49M	0.36%	60
2017 Q4	$2.07B	Buy	9,924,642 +948,795	+11%	+$197M	0.35%	63
2017 Q3	$1.77B	Buy	8,975,847 +602,085	+7%	+$119M	0.28%	76
2017 Q2	$1.61B	Buy	8,373,762 +550,661	+7%	+$106M	0.32%	65
2017 Q1	$1.46B	Buy	7,823,101 +1,438,602	+23%	+$269M	0.29%	76
2016 Q4	$1.14B	Buy	6,384,499 +376,142	+6%	+$67.3M	0.25%	89
2016 Q3	$1.05B	Buy	6,008,357 +108,506	+2%	+$18.9M	0.23%	94
2016 Q2	$992M	Sell	5,899,851 -135,253	-2%	-$22.7M	0.23%	100
2016 Q1	$983M	Sell	6,035,104 -725,579	-11%	-$118M	0.24%	97
2015 Q4	$1.08B	Buy	6,760,683 +402,594	+6%	+$64.5M	0.26%	92
2015 Q3	$989M	Buy	6,358,089 +243,218	+4%	+$37.8M	0.25%	96
2015 Q2	$1.04B	Buy	6,114,871 +336,197	+6%	+$57.3M	0.34%	49
2015 Q1	$1B	Buy	5,778,674 +613,663	+12%	+$106M	0.34%	53
2014 Q4	$863M	Buy	5,165,011 +474,967	+10%	+$79.3M	0.31%	44
2014 Q3	$743M	Buy	4,690,044 +370,880	+9%	+$58.7M	0.24%	75
2014 Q2	$702M	Buy	4,319,164 +393,497	+10%	+$64M	0.22%	81
2014 Q1	$608M	Buy	3,925,667 +299,755	+8%	+$46.4M	0.23%	85
2013 Q4	$544M	Buy	3,625,912 +208,487	+6%	+$31.3M	0.2%	93
2013 Q3	$475M	Buy	3,417,425 +182,656	+6%	+$25.4M	0.19%	92
2013 Q2	$420M	Buy	+3,234,769	New	+$420M	0.18%	102