Brand Asset Management 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
Q2 | $667K | Buy |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $525K | Hold |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $455K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $421K | Hold |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $321K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $301K | Hold |
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|
2019
Q1 | $290K | Hold |
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|
2018
Q4 | $250K | Hold |
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|
2018
Q3 | $297K | Hold |
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|
2018
Q2 | $286K | Buy |
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