Boston Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
16,570
| – | – | 0.1% | 136 |
|
|
2025
Q1 | $1.41M | Sell |
16,570
-6,201
| -27% | -$528K | 0.1% | 138 |
|
|
2024
Q4 | $2.01M | Hold |
22,771
| – | – | 0.14% | 112 |
|
|
2024
Q3 | $2.01M | Hold |
22,771
| – | – | 0.14% | 113 |
|
|
2024
Q2 | $1.85M | Hold |
22,771
| – | – | 0.13% | 114 |
|
|
2024
Q1 | $1.92M | Sell |
22,771
-1,067
| -4% | -$89.7K | 0.14% | 112 |
|
|
2023
Q4 | $1.85M | Sell |
23,838
-6,501
| -21% | -$505K | 0.14% | 119 |
|
|
2023
Q3 | $2.1M | Sell |
30,339
-4,000
| -12% | -$277K | 0.17% | 106 |
|
|
2023
Q2 | $2.51M | Sell |
34,339
-2,000
| -6% | -$146K | 0.19% | 96 |
|
|
2023
Q1 | $2.54M | Hold |
36,339
| – | – | 0.2% | 94 |
|
|
2022
Q4 | $2.45M | Sell |
36,339
-57
| -0.2% | -$3.85K | 0.2% | 91 |
|
|
2022
Q3 | $2.26M | Hold |
36,396
| – | – | 0.2% | 93 |
|
|
2022
Q2 | $2.35M | Buy |
36,396
+15,724
| +76% | +$1.02M | 0.2% | 99 |
|
|
2022
Q1 | $1.61M | Hold |
20,672
| – | – | 0.11% | 125 |
|
|
2021
Q4 | $1.72M | Sell |
20,672
-56
| -0.3% | -$4.65K | 0.11% | 128 |
|
|
2021
Q3 | $1.62M | Hold |
20,728
| – | – | 0.12% | 128 |
|
|
2021
Q2 | $1.64M | Hold |
20,728
| – | – | 0.12% | 134 |
|
|
2021
Q1 | $1.53M | Hold |
20,728
| – | – | 0.12% | 135 |
|
|
2020
Q4 | $1.42M | Sell |
20,728
-104
| -0.5% | -$7.13K | 0.11% | 137 |
|
|
2020
Q3 | $1.2M | Hold |
20,832
| – | – | 0.11% | 131 |
|
|
2020
Q2 | $1.12M | Buy |
20,832
+6,940
| +50% | +$372K | 0.11% | 133 |
|
|
2020
Q1 | $600K | Hold |
13,892
| – | – | 0.07% | 160 |
|
|
2019
Q4 | $828K | Hold |
13,892
| – | – | 0.08% | 156 |
|
|
2019
Q3 | $777K | Hold |
13,892
| – | – | 0.08% | 158 |
|
|
2019
Q2 | $776K | Hold |
13,892
| – | – | 0.08% | 160 |
|
|
2019
Q1 | $749K | Hold |
13,892
| – | – | 0.08% | 159 |
|
|
2018
Q4 | $646K | Hold |
13,892
| – | – | 0.08% | 163 |
|
|
2018
Q3 | $766K | Hold |
13,892
| – | – | 0.08% | 164 |
|
|
2018
Q2 | $737K | Hold |
13,892
| – | – | 0.08% | 167 |
|
|
2018
Q1 | $717K | Hold |
13,892
| – | – | 0.08% | 170 |
|
|
2017
Q4 | $723K | Hold |
13,892
| – | – | 0.08% | 171 |
|
|
2017
Q3 | $685K | Hold |
13,892
| – | – | 0.08% | 173 |
|
|
2017
Q2 | $667K | Hold |
13,892
| – | – | 0.08% | 173 |
|
|
2017
Q1 | $650K | Hold |
13,892
| – | – | 0.08% | 173 |
|
|
2016
Q4 | $621K | Buy |
13,892
+368
| +3% | +$16.5K | 0.08% | 177 |
|
|
2016
Q3 | $589K | Hold |
13,524
| – | – | 0.08% | 176 |
|
|
2016
Q2 | $569K | Hold |
13,524
| – | – | 0.07% | 174 |
|
|
2016
Q1 | $551K | Hold |
13,524
| – | – | 0.07% | 174 |
|
|
2015
Q4 | $542K | Sell |
13,524
-968
| -7% | -$38.8K | 0.07% | 170 |
|
|
2015
Q3 | $564K | Hold |
14,492
| – | – | 0.08% | 174 |
|
|
2015
Q2 | $617K | Hold |
14,492
| – | – | 0.08% | 183 |
|
|
2015
Q1 | $627K | Buy |
14,492
+4,316
| +42% | +$187K | 0.08% | 181 |
|
|
2014
Q4 | $425K | Hold |
10,176
| – | – | 0.05% | 205 |
|
|
2014
Q3 | $403K | Hold |
10,176
| – | – | 0.05% | 210 |
|
|
2014
Q2 | $414K | Hold |
10,176
| – | – | 0.05% | 214 |
|
|
2014
Q1 | $394K | Hold |
10,176
| – | – | 0.05% | 214 |
|
|
2013
Q4 | $382K | Hold |
10,176
| – | – | 0.05% | 209 |
|
|
2013
Q3 | $354K | Hold |
10,176
| – | – | 0.05% | 214 |
|
|
2013
Q2 | $330K | Buy |
+10,176
| New | +$330K | 0.05% | 210 |
|