Beese Fulmer Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
8,744
+940
| +12% | +$86.5K | 0.06% | 153 |
|
|
2025
Q1 | $664K | Hold |
7,804
| – | – | 0.06% | 139 |
|
|
2024
Q4 | $690K | Hold |
7,804
| – | – | 0.06% | 137 |
|
|
2024
Q3 | $688K | Hold |
7,804
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $633K | Sell |
7,804
-60
| -0.8% | -$4.87K | 0.06% | 136 |
|
|
2024
Q1 | $661K | Sell |
7,864
-43
| -0.5% | -$3.62K | 0.06% | 135 |
|
|
2023
Q4 | $615K | Sell |
7,907
-492
| -6% | -$38.2K | 0.06% | 136 |
|
|
2023
Q3 | $582K | Hold |
8,399
| – | – | 0.07% | 140 |
|
|
2023
Q2 | $613K | Sell |
8,399
-11
| -0.1% | -$803 | 0.07% | 141 |
|
|
2023
Q1 | $588K | Sell |
8,410
-100
| -1% | -$6.99K | 0.07% | 144 |
|
|
2022
Q4 | $574K | Sell |
8,510
-748
| -8% | -$50.5K | 0.07% | 145 |
|
|
2022
Q3 | $575K | Hold |
9,258
| – | – | 0.08% | 137 |
|
|
2022
Q2 | $599K | Hold |
9,258
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $722K | Sell |
9,258
-880
| -9% | -$68.6K | 0.08% | 133 |
|
|
2021
Q4 | $842K | Buy |
10,138
+3,274
| +48% | +$272K | 0.09% | 130 |
|
|
2021
Q3 | $537K | Buy |
+6,864
| New | +$537K | 0.06% | 153 |
|
|
2020
Q3 | – | Sell |
-1,190
| Closed | -$64K | – | 373 |
|
|
2020
Q2 | $64K | Buy |
+1,190
| New | +$64K | 0.01% | 295 |
|