Bartlett & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21M | Sell |
201,571
-2,387
| -1% | -$238K | 0.27% | 70 |
|
|
2025
Q4 | $19.6M | Sell |
203,958
-1,496
| -0.7% | -$144K | 0.26% | 73 |
|
|
2025
Q3 | $19.8M | Sell |
205,454
-6,046
| -3% | -$573K | 0.26% | 75 |
|
|
2025
Q2 | $19.5M | Buy |
211,500
+1,018
| +0.5% | +$87.9K | 0.27% | 74 |
|
|
2025
Q1 | $17.9M | Buy |
210,482
+12,676
| +6% | +$1.13M | 0.26% | 74 |
|
|
2024
Q4 | $17.5M | Buy |
197,806
+4,114
| +2% | +$373K | 0.25% | 76 |
|
|
2024
Q3 | $17.1M | Buy |
193,692
+3,137
| +2% | +$264K | 0.25% | 79 |
|
|
2024
Q2 | $15.5M | Buy |
190,555
+7,642
| +4% | +$622K | 0.23% | 78 |
|
|
2024
Q1 | $15.4M | Buy |
182,913
+13,296
| +8% | +$1.05M | 0.24% | 78 |
|
|
2023
Q4 | $13.3M | Buy |
169,617
+40,826
| +32% | +$2.9M | 0.22% | 84 |
|
|
2023
Q3 | $8.96M | Buy |
128,791
+4,533
| +4% | +$331K | 0.16% | 97 |
|
|
2023
Q2 | $9.07M | Buy |
124,258
+11,650
| +10% | +$810K | 0.16% | 100 |
|
|
2023
Q1 | $7.87M | Buy |
112,608
+6,049
| +6% | +$427K | 0.15% | 104 |
|
|
2022
Q4 | $7.19M | Buy |
106,559
+7,073
| +7% | +$477K | 0.14% | 112 |
|
|
2022
Q3 | $6.18M | Buy |
99,486
+1,212
| +1% | +$83.4K | 0.13% | 115 |
|
|
2022
Q2 | $6.35M | Buy |
98,274
+5,284
| +6% | +$376K | 0.13% | 114 |
|
|
2022
Q1 | $7.26M | Buy |
92,990
+1,733
| +2% | +$133K | 0.13% | 114 |
|
|
2021
Q4 | $7.58M | Buy |
91,257
+2,592
| +3% | +$213K | 0.13% | 113 |
|
|
2021
Q3 | $6.94M | Buy |
88,665
+2,092
| +2% | +$168K | 0.13% | 111 |
|
|
2021
Q2 | $6.86M | Buy |
86,573
+7,849
| +10% | +$609K | 0.13% | 115 |
|
|
2021
Q1 | $5.82M | Buy |
78,724
+1,260
| +2% | +$91.1K | 0.12% | 119 |
|
|
2020
Q4 | $5.31M | Sell |
77,464
-664
| -0.8% | -$42.3K | 0.11% | 122 |
|
|
2020
Q3 | $4.48M | Buy |
78,128
+3,098
| +4% | +$176K | 0.11% | 122 |
|
|
2020
Q2 | $4.02M | Sell |
75,030
-246
| -0.3% | -$12.3K | 0.11% | 125 |
|
|
2020
Q1 | $3.25M | Sell |
75,276
-3,275
| -4% | -$180K | 0.1% | 131 |
|
|
2019
Q4 | $4.68M | Sell |
78,551
-197
| -0.3% | -$11.3K | 0.11% | 126 |
|
|
2019
Q3 | $4.41M | Buy |
78,748
+48,077
| +157% | +$2.69M | 0.12% | 123 |
|
|
2019
Q2 | $1.71M | Buy |
30,671
+4,018
| +15% | +$220K | 0.06% | 140 |
|
|
2019
Q1 | $1.44M | Buy |
26,653
+3,368
| +14% | +$174K | 0.06% | 146 |
|
|
2018
Q4 | $1.08M | Sell |
23,285
-335
| -1% | -$16.9K | 0.05% | 158 |
|
|
2018
Q3 | $1.31M | Sell |
23,620
-108
| -0.5% | -$5.92K | 0.05% | 152 |
|
|
2018
Q2 | $1.26M | Sell |
23,728
-52
| -0.2% | -$2.74K | 0.05% | 148 |
|
|
2018
Q1 | $1.23M | Buy |
+23,780
| New | +$1.25M | 0.05% | 149 |
|
Other funds holding IWR
