Belpointe Asset 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 | $1.78M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $197K | Buy |
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|
2020
Q1 | $141K | Sell |
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|
2019
Q4 | $220K | Buy |
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