Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $50.4M | Buy |
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|
2023
Q3 | $43.5M | Buy |
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|
2023
Q2 | $43.8M | Sell |
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|
2023
Q1 | $51.4M | Buy |
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|
2022
Q4 | $47.3M | Buy |
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|
2022
Q3 | $42.7M | Buy |
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|
2022
Q2 | $44.1M | Buy |
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|
2022
Q1 | $49.9M | Buy |
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|
2021
Q4 | $50M | Buy |
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|
2021
Q3 | $45.4M | Buy |
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|
2021
Q2 | $44.2M | Buy |
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|
2021
Q1 | $39.7M | Buy |
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|
2020
Q4 | $32.5M | Sell |
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|
2020
Q3 | $31.9M | Sell |
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|
2020
Q2 | $31.9M | Sell |
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|
2020
Q1 | $33.7M | Sell |
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|
2019
Q4 | $50.2M | Sell |
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|
2019
Q3 | $79M | Buy |
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|
2019
Q2 | $79.3M | Sell |
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|
2019
Q1 | $79.3M | Buy |
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|
2018
Q4 | $70.7M | Buy |
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|
2018
Q3 | $70.6M | Buy |
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|
2018
Q2 | $71M | Sell |
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|
2018
Q1 | $82.7M | Buy |
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|
2017
Q4 | $84.4M | Buy |
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|
2017
Q3 | $74.7M | Buy |
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|
2017
Q2 | $68.5M | Buy |
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|
2017
Q1 | $40.9M | Buy |
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|
2016
Q4 | $39.5M | Sell |
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|
2016
Q3 | $38.1M | Sell |
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|
2016
Q2 | $36.9M | Sell |
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|
2016
Q1 | $36.1M | Buy |
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|
2015
Q4 | $32.7M | Buy |
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|
2015
Q3 | $29.7M | Buy |
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|
2015
Q2 | $28.2M | Buy |
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|
2015
Q1 | $25.2M | Buy |
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|
2014
Q4 | $22.5M | Buy |
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|
2014
Q3 | $21M | Buy |
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|
2014
Q2 | $20.3M | Buy |
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|
2014
Q1 | $18.2M | Buy |
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|
2013
Q4 | $16.9M | Buy |
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|
2013
Q3 | $14.6M | Buy |
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|
2013
Q2 | $13M | Buy |
|