Beacon Pointe Advisors’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
Q2 | $20.2M | Sell |
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|
2025
Q1 | $21M | Buy |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $21.5M | Buy |
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|
2024
Q2 | $18.1M | Sell |
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|
2024
Q1 | $19M | Sell |
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|
2023
Q4 | $19.8M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $9.45M | Sell |
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|
2023
Q1 | $9.13M | Buy |
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|
2022
Q4 | $8.7M | Buy |
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|
2022
Q3 | $6.27M | Sell |
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|
2022
Q2 | $8.11M | Buy |
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|
2022
Q1 | $9.11M | Buy |
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|
2021
Q4 | $5.37M | Sell |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $4.68M | Buy |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $230K | Buy |
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