Boston Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Boston Family Office’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Hold
2025 Q1	$1.41M	Sell
2024 Q4	$2.01M	Hold
2024 Q3	$2.01M	Hold
2024 Q2	$1.85M	Hold
2024 Q1	$1.92M	Sell
2023 Q4	$1.85M	Sell
2023 Q3	$2.1M	Sell
2023 Q2	$2.51M	Sell
2023 Q1	$2.54M	Hold
2022 Q4	$2.45M	Sell
2022 Q3	$2.26M	Hold
2022 Q2	$2.35M	Buy
2022 Q1	$1.61M	Hold
2021 Q4	$1.72M	Sell
2021 Q3	$1.62M	Hold
2021 Q2	$1.64M	Hold
2021 Q1	$1.53M	Hold
2020 Q4	$1.42M	Sell
2020 Q3	$1.2M	Hold
2020 Q2	$1.12M	Buy
2020 Q1	$600K	Hold
2019 Q4	$828K	Hold
2019 Q3	$777K	Hold
2019 Q2	$776K	Hold
2019 Q1	$749K	Hold
2018 Q4	$646K	Hold
2018 Q3	$766K	Hold
2018 Q2	$737K	Hold
2018 Q1	$717K	Hold
2017 Q4	$723K	Hold
2017 Q3	$685K	Hold
2017 Q2	$667K	Hold
2017 Q1	$650K	Hold
2016 Q4	$621K	Buy
2016 Q3	$589K	Hold
2016 Q2	$569K	Hold
2016 Q1	$551K	Hold
2015 Q4	$542K	Sell
2015 Q3	$564K	Hold
2015 Q2	$617K	Hold
2015 Q1	$627K	Buy
2014 Q4	$425K	Hold
2014 Q3	$403K	Hold
2014 Q2	$414K	Hold
2014 Q1	$394K	Hold
2013 Q4	$382K	Hold
2013 Q3	$354K	Hold
2013 Q2	$330K	Buy