Bartlett & Co Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.5M	Buy	211,500 +1,018	+0.5%	+$93.6K	0.27%	74
2025 Q1	$17.9M	Buy	210,482 +12,676	+6%	+$1.08M	0.26%	74
2024 Q4	$17.5M	Buy	197,806 +4,114	+2%	+$364K	0.25%	76
2024 Q3	$17.1M	Buy	193,692 +3,137	+2%	+$276K	0.25%	79
2024 Q2	$15.5M	Buy	190,555 +7,642	+4%	+$620K	0.23%	78
2024 Q1	$15.4M	Buy	182,913 +13,296	+8%	+$1.12M	0.24%	78
2023 Q4	$13.3M	Buy	169,617 +40,826	+32%	+$3.2M	0.22%	84
2023 Q3	$8.96M	Buy	128,791 +4,533	+4%	+$315K	0.16%	97
2023 Q2	$9.07M	Buy	124,258 +11,650	+10%	+$851K	0.16%	100
2023 Q1	$7.87M	Buy	112,608 +6,049	+6%	+$423K	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%	+$75.3K	0.13%	115
2022 Q2	$6.35M	Buy	98,274 +5,284	+6%	+$342K	0.13%	114
2022 Q1	$7.26M	Buy	92,990 +1,733	+2%	+$135K	0.13%	114
2021 Q4	$7.58M	Buy	91,257 +2,592	+3%	+$215K	0.13%	113
2021 Q3	$6.94M	Buy	88,665 +2,092	+2%	+$164K	0.13%	111
2021 Q2	$6.86M	Buy	86,573 +7,849	+10%	+$622K	0.13%	115
2021 Q1	$5.82M	Buy	78,724 +1,260	+2%	+$93.2K	0.12%	119
2020 Q4	$5.31M	Sell	77,464 -664	-0.8%	-$45.5K	0.11%	122
2020 Q3	$4.48M	Buy	78,128 +3,098	+4%	+$178K	0.11%	122
2020 Q2	$4.02M	Sell	75,030 -246	-0.3%	-$13.2K	0.11%	125
2020 Q1	$3.25M	Sell	75,276 -3,275	-4%	-$141K	0.1%	131
2019 Q4	$4.68M	Sell	78,551 -197	-0.3%	-$11.7K	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%	+$224K	0.06%	140
2019 Q1	$1.44M	Buy	26,653 +3,368	+14%	+$182K	0.06%	146
2018 Q4	$1.08M	Sell	23,285 -335	-1%	-$15.6K	0.05%	158
2018 Q3	$1.31M	Sell	23,620 -108	-0.5%	-$5.99K	0.05%	152
2018 Q2	$1.26M	Sell	23,728 -52	-0.2%	-$2.76K	0.05%	148
2018 Q1	$1.23M	Buy	+23,780	New	+$1.23M	0.05%	149