BFC
Bedel Financial Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
35,209
+575
| +2% | +$52.9K | 0.44% | 30 |
|
|
2025
Q1 | $2.94M | Sell |
34,634
-2,131
| -6% | -$181K | 0.42% | 28 |
|
|
2024
Q4 | $3.4M | Buy |
36,765
+7,614
| +26% | +$705K | 0.47% | 26 |
|
|
2024
Q3 | $2.57M | Buy |
29,151
+386
| +1% | +$34K | 0.36% | 32 |
|
|
2024
Q2 | $2.33M | Buy |
28,765
+776
| +3% | +$62.9K | 0.34% | 32 |
|
|
2024
Q1 | $2.35M | Buy |
27,989
+7,007
| +33% | +$589K | 0.37% | 29 |
|
|
2023
Q4 | $1.63M | Buy |
20,982
+3,464
| +20% | +$269K | 0.3% | 41 |
|
|
2023
Q3 | $1.21M | Buy |
17,518
+2,089
| +14% | +$145K | 0.25% | 56 |
|
|
2023
Q2 | $1.13M | Sell |
15,429
-3,774
| -20% | -$276K | 0.24% | 61 |
|
|
2023
Q1 | $1.34M | Buy |
19,203
+4,518
| +31% | +$316K | 0.33% | 44 |
|
|
2022
Q4 | $990K | Buy |
14,685
+888
| +6% | +$59.9K | 0.25% | 58 |
|
|
2022
Q3 | $923K | Buy |
13,797
+4,789
| +53% | +$320K | 0.24% | 58 |
|
|
2022
Q2 | $582K | Buy |
9,008
+2,170
| +32% | +$140K | 0.17% | 83 |
|
|
2022
Q1 | $534K | Hold |
6,838
| – | – | 0.17% | 83 |
|
|
2021
Q4 | $568K | Hold |
6,838
| – | – | 0.18% | 81 |
|
|
2021
Q3 | $535K | Hold |
6,838
| – | – | 0.18% | 81 |
|
|
2021
Q2 | $542K | Sell |
6,838
-103
| -1% | -$8.16K | 0.19% | 82 |
|
|
2021
Q1 | $513K | Hold |
6,941
| – | – | 0.2% | 82 |
|
|
2020
Q4 | $476K | Hold |
6,941
| – | – | 0.21% | 74 |
|
|
2020
Q3 | $398K | Hold |
6,941
| – | – | 0.2% | 75 |
|
|
2020
Q2 | $372K | Sell |
6,941
-105
| -1% | -$5.63K | 0.2% | 78 |
|
|
2020
Q1 | $304K | Buy |
7,046
+226
| +3% | +$9.75K | 0.2% | 78 |
|
|
2019
Q4 | $407K | Hold |
6,820
| – | – | 0.23% | 79 |
|
|
2019
Q3 | $382K | Hold |
6,820
| – | – | 0.23% | 83 |
|
|
2019
Q2 | $381K | Hold |
6,820
| – | – | 0.23% | 84 |
|
|
2019
Q1 | $368K | Hold |
6,820
| – | – | 0.23% | 80 |
|
|
2018
Q4 | $317K | Buy |
6,820
+5,205
| +322% | +$242K | 0.23% | 81 |
|
|
2018
Q3 | $339K | Hold |
1,615
| – | – | 0.23% | 87 |
|
|
2018
Q2 | $343K | Hold |
1,615
| – | – | 0.25% | 82 |
|
|
2018
Q1 | $333K | Hold |
1,615
| – | – | 0.25% | 81 |
|
|
2017
Q4 | $336K | Buy |
+1,615
| New | +$336K | 0.3% | 77 |
|