Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $8.96M | Buy |
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|
2023
Q2 | $9.07M | Buy |
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|
2023
Q1 | $7.87M | Buy |
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|
2022
Q4 | $7.19M | Buy |
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|
2022
Q3 | $6.18M | Buy |
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|
2022
Q2 | $6.35M | Buy |
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|
2022
Q1 | $7.26M | Buy |
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|
2021
Q4 | $7.58M | Buy |
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|
2021
Q3 | $6.93M | Buy |
|
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|
2021
Q2 | $6.86M | Buy |
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|
2021
Q1 | $5.82M | Buy |
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|
2020
Q4 | $5.31M | Sell |
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|
2020
Q3 | $4.48M | Buy |
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|
2020
Q2 | $4.02M | Sell |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q3 | $4.41M | Buy |
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|
2019
Q2 | $1.71M | Buy |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $966K | Buy |
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|
2017
Q2 | $822K | Buy |
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|
2017
Q1 | $787K | Buy |
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|
2016
Q4 | $420K | Buy |
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|
2016
Q3 | $255K | Sell |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $238K | Buy |
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|
2015
Q4 | $159K | Hold |
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|
2015
Q3 | $154K | Hold |
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|
2015
Q2 | $169K | Hold |
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|
2015
Q1 | $171K | Buy |
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|
2014
Q4 | $139K | Buy |
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|
2014
Q3 | $93K | Hold |
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|
2014
Q2 | $95K | Hold |
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|
2014
Q1 | $91K | Hold |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $81K | Sell |
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|
2013
Q2 | $105K | Buy |
|