BBA
BLB&B Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Hold |
8,399
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $715K | Sell |
8,399
-100
| -1% | -$8.51K | 0.04% | 153 |
|
|
2024
Q4 | $751K | Buy |
8,499
+166
| +2% | +$14.7K | 0.04% | 143 |
|
|
2024
Q3 | $734K | Buy |
8,333
+9
| +0.1% | +$793 | 0.04% | 146 |
|
|
2024
Q2 | $675K | Sell |
8,324
-154
| -2% | -$12.5K | 0.04% | 153 |
|
|
2024
Q1 | $713K | Hold |
8,478
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $659K | Sell |
8,478
-438
| -5% | -$34K | 0.04% | 146 |
|
|
2023
Q3 | $617K | Sell |
8,916
-146
| -2% | -$10.1K | 0.04% | 138 |
|
|
2023
Q2 | $662K | Buy |
9,062
+1,055
| +13% | +$77K | 0.05% | 136 |
|
|
2023
Q1 | $560K | Buy |
8,007
+30
| +0.4% | +$2.1K | 0.04% | 140 |
|
|
2022
Q4 | $538K | Sell |
7,977
-2,398
| -23% | -$162K | 0.04% | 148 |
|
|
2022
Q3 | $645K | Sell |
10,375
-25
| -0.2% | -$1.55K | 0.05% | 134 |
|
|
2022
Q2 | $672K | Sell |
10,400
-1,916
| -16% | -$124K | 0.05% | 134 |
|
|
2022
Q1 | $961K | Buy |
12,316
+1,715
| +16% | +$134K | 0.06% | 117 |
|
|
2021
Q4 | $880K | Buy |
10,601
+148
| +1% | +$12.3K | 0.06% | 132 |
|
|
2021
Q3 | $818K | Sell |
10,453
-725
| -6% | -$56.7K | 0.05% | 145 |
|
|
2021
Q2 | $886K | Buy |
11,178
+984
| +10% | +$78K | 0.06% | 133 |
|
|
2021
Q1 | $754K | Sell |
10,194
-482
| -5% | -$35.7K | 0.06% | 138 |
|
|
2020
Q4 | $732K | Sell |
10,676
-170
| -2% | -$11.7K | 0.06% | 148 |
|
|
2020
Q3 | $622K | Buy |
10,846
+2,030
| +23% | +$116K | 0.06% | 143 |
|
|
2020
Q2 | $473K | Hold |
8,816
| – | – | 0.05% | 163 |
|
|
2020
Q1 | $381K | Buy |
8,816
+3,256
| +59% | +$141K | 0.05% | 178 |
|
|
2019
Q4 | $331K | Buy |
5,560
+288
| +5% | +$17.1K | 0.03% | 216 |
|
|
2019
Q3 | $295K | Hold |
5,272
| – | – | 0.03% | 225 |
|
|
2019
Q2 | $295K | Hold |
5,272
| – | – | 0.03% | 224 |
|
|
2019
Q1 | $284K | Sell |
5,272
-200
| -4% | -$10.8K | 0.03% | 231 |
|
|
2018
Q4 | $254K | Buy |
5,472
+4,104
| +300% | +$191K | 0.03% | 234 |
|
|
2018
Q3 | $302K | Buy |
1,368
+214
| +19% | +$47.2K | 0.04% | 238 |
|
|
2018
Q2 | $245K | Hold |
1,154
| – | – | 0.03% | 261 |
|
|
2018
Q1 | $238K | Hold |
1,154
| – | – | 0.03% | 262 |
|
|
2017
Q4 | $240K | Hold |
1,154
| – | – | 0.03% | 263 |
|
|
2017
Q3 | $228K | Buy |
+1,154
| New | +$228K | 0.04% | 265 |
|