Bedel Financial Consulting’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 | $3.24M | Buy |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $990K | Buy |
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|
2022
Q3 | $923K | Buy |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $568K | Hold |
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|
2021
Q3 | $535K | Hold |
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|
2021
Q2 | $542K | Sell |
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|
2021
Q1 | $513K | Hold |
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|
2020
Q4 | $476K | Hold |
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|
2020
Q3 | $398K | Hold |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $382K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $368K | Hold |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $343K | Hold |
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|
2018
Q1 | $333K | Hold |
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|
2017
Q4 | $336K | Buy |
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