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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.8M | Sell |
|
|||||
|
2025
Q2 | $19.5M | Buy |
|
|||||
|
2025
Q1 | $17.9M | Buy |
|
|||||
|
2024
Q4 | $17.5M | Buy |
|
|||||
|
2024
Q3 | $17.1M | Buy |
|
|||||
|
2024
Q2 | $15.5M | Buy |
|
|||||
|
2024
Q1 | $15.4M | Buy |
|
|||||
|
2023
Q4 | $13.3M | Buy |
|
|||||
|
2023
Q3 | $8.96M | Buy |
|
|||||
|
2023
Q2 | $9.07M | Buy |
|
|||||
|
2023
Q1 | $7.87M | Buy |
|
|||||
|
2022
Q4 | $7.19M | Buy |
|
|||||
|
2022
Q3 | $6.18M | Buy |
|
|||||
|
2022
Q2 | $6.35M | Buy |
|
|||||
|
2022
Q1 | $7.26M | Buy |
|
|||||
|
2021
Q4 | $7.58M | Buy |
|
|||||
|
2021
Q3 | $6.94M | Buy |
|
|||||
|
2021
Q2 | $6.86M | Buy |
|
|||||
|
2021
Q1 | $5.82M | Buy |
|
|||||
|
2020
Q4 | $5.31M | Sell |
|
|||||
|
2020
Q3 | $4.48M | Buy |
|
|||||
|
2020
Q2 | $4.02M | Sell |
|
|||||
|
2020
Q1 | $3.25M | Sell |
|
|||||
|
2019
Q4 | $4.68M | Sell |
|
|||||
|
2019
Q3 | $4.41M | Buy |
|
|||||
|
2019
Q2 | $1.71M | Buy |
|
|||||
|
2019
Q1 | $1.44M | Buy |
|
|||||
|
2018
Q4 | $1.08M | Sell |
|
|||||
|
2018
Q3 | $1.31M | Sell |
|
|||||
|
2018
Q2 | $1.26M | Sell |
|
|||||
|
2018
Q1 | $1.23M | Buy |
|