Bollard Group’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 | $228K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $189K | Buy |
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|
2024
Q1 | $196K | Buy |
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|
2023
Q4 | $181K | Buy |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $308K | Buy |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $287K | Buy |
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|
2017
Q4 | $289K | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $263K | Hold |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q4 | $244K | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $86K | Hold |
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|
2016
Q1 | $83K | Buy |
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|
2015
Q4 | $81K | Buy |
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|
2015
Q3 | $78K | Buy |
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|
2015
Q2 | $85K | Hold |
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|
2015
Q1 | $87K | Buy |
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|
2014
Q4 | $83K | Sell |
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|
2014
Q3 | $1.69M | Buy |
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|
2014
Q2 | $1.66M | Hold |
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|
2014
Q1 | $1.58M | Buy |
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|
2013
Q4 | $435K | Buy |
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