Bridgewater Advisors’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 | $409K | Hold |
4,321
| – | – | 0.03% | 287 |
|
2025
Q1 | $364K | Buy |
+4,321
| New | +$364K | 0.03% | 286 |
|
2022
Q3 | – | Sell |
-5,604
| Closed | -$362K | – | 175 |
|
2022
Q2 | $362K | Sell |
5,604
-1,900
| -25% | -$123K | 0.08% | 173 |
|
2022
Q1 | $586K | Hold |
7,504
| – | – | 0.14% | 127 |
|
2021
Q4 | $623K | Hold |
7,504
| – | – | 0.14% | 128 |
|
2021
Q3 | $587K | Buy |
7,504
+1,391
| +23% | +$109K | 0.16% | 126 |
|
2021
Q2 | $484K | Sell |
6,113
-248
| -4% | -$19.6K | 0.15% | 138 |
|
2021
Q1 | $476K | Buy |
+6,361
| New | +$476K | 0.24% | 93 |
|