Bradley Foster & Sargent’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 | $16.1M | Buy |
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|
2025
Q2 | $15.3M | Buy |
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|
2025
Q1 | $12.9M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $13.7M | Sell |
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $13.4M | Sell |
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|
2023
Q4 | $12.5M | Sell |
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|
2023
Q3 | $12.2M | Hold |
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|
2023
Q2 | $12.2M | Sell |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $6.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $216K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $281K | Sell |
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|
2015
Q1 | $327K | Buy |
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|
2014
Q4 | $276K | Buy |
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|
2014
Q3 | $218K | Buy |
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