Beese Fulmer Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Sell |
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|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $664K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $688K | Hold |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $582K | Hold |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $575K | Hold |
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|
2022
Q2 | $599K | Hold |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $64K | Buy |
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