Birch Hill Investment Advisors’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 | $1.03M | Sell |
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|
2025
Q2 | $994K | Sell |
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|
2025
Q1 | $921K | Sell |
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|
2024
Q4 | $961K | Sell |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $852K | Buy |
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|
2023
Q3 | $748K | Hold |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $738K | Hold |
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|
2022
Q3 | $680K | Hold |
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|
2022
Q2 | $708K | Hold |
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|
2022
Q1 | $854K | Hold |
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|
2021
Q4 | $909K | Hold |
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|
2021
Q3 | $856K | Buy |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $209K | Buy |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Hold |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $205K | Buy |
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