Brighton Jones LLC’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 | $9.95M | Buy |
108,225
+2,254
| +2% | +$207K | 0.27% | 52 |
|
|
2025
Q1 | $9.01M | Buy |
105,971
+1,447
| +1% | +$123K | 0.29% | 50 |
|
|
2024
Q4 | $9.24M | Buy |
104,524
+4,189
| +4% | +$370K | 0.27% | 52 |
|
|
2024
Q3 | $8.84M | Sell |
100,335
-170
| -0.2% | -$15K | 0.33% | 44 |
|
|
2024
Q2 | $8.15M | Sell |
100,505
-2,974
| -3% | -$241K | 0.27% | 51 |
|
|
2024
Q1 | $8.7M | Buy |
103,479
+3,221
| +3% | +$271K | 0.31% | 47 |
|
|
2023
Q4 | $7.79M | Sell |
100,258
-1,078
| -1% | -$83.8K | 0.33% | 45 |
|
|
2023
Q3 | $7.02M | Sell |
101,336
-244
| -0.2% | -$16.9K | 0.36% | 44 |
|
|
2023
Q2 | $7.42M | Sell |
101,580
-2,665
| -3% | -$195K | 0.37% | 37 |
|
|
2023
Q1 | $7.29M | Sell |
104,245
-1,730
| -2% | -$121K | 0.41% | 34 |
|
|
2022
Q4 | $7.15M | Sell |
105,975
-1,748
| -2% | -$118K | 0.43% | 28 |
|
|
2022
Q3 | $6.7M | Sell |
107,723
-9
| -0% | -$559 | 0.39% | 30 |
|
|
2022
Q2 | $6.97M | Buy |
107,732
+10
| +0% | +$647 | 0.4% | 27 |
|
|
2022
Q1 | $8.41M | Buy |
107,722
+1,198
| +1% | +$93.5K | 0.39% | 27 |
|
|
2021
Q4 | $8.84M | Sell |
106,524
-34,627
| -25% | -$2.87M | 0.42% | 27 |
|
|
2021
Q3 | $11M | Sell |
141,151
-2,162
| -2% | -$169K | 0.57% | 18 |
|
|
2021
Q2 | $11.4M | Sell |
143,313
-1,304
| -0.9% | -$103K | 0.58% | 17 |
|
|
2021
Q1 | $10.7M | Sell |
144,617
-1,948
| -1% | -$144K | 0.63% | 16 |
|
|
2020
Q4 | $10M | Sell |
146,565
-5,506
| -4% | -$377K | 0.62% | 17 |
|
|
2020
Q3 | $8.73M | Sell |
152,071
-8,031
| -5% | -$461K | 0.6% | 15 |
|
|
2020
Q2 | $8.58M | Buy |
160,102
+3,911
| +3% | +$210K | 0.7% | 16 |
|
|
2020
Q1 | $6.74M | Sell |
156,191
-6,796
| -4% | -$293K | 0.71% | 15 |
|
|
2019
Q4 | $9.72M | Sell |
162,987
-19,835
| -11% | -$1.18M | 1.04% | 15 |
|
|
2019
Q3 | $10.2M | Sell |
182,822
-17,241
| -9% | -$965K | 1.19% | 15 |
|
|
2019
Q2 | $11.2M | Sell |
200,063
-12,100
| -6% | -$676K | 1.3% | 13 |
|
|
2019
Q1 | $11.4M | Sell |
212,163
-1,244
| -0.6% | -$67.1K | 1.39% | 13 |
|
|
2018
Q4 | $9.92M | Buy |
213,407
+1,775
| +0.8% | +$82.5K | 1.43% | 13 |
|
|
2018
Q3 | $11.7M | Sell |
211,632
-5,416
| -2% | -$299K | 1.43% | 14 |
|
|
2018
Q2 | $11.5M | Sell |
217,048
-3,104
| -1% | -$165K | 1.48% | 14 |
|
|
2018
Q1 | $11.4M | Buy |
220,152
+7,812
| +4% | +$403K | 1.57% | 12 |
|
|
2017
Q4 | $11M | Sell |
212,340
-2,788
| -1% | -$145K | 1.34% | 14 |
|
|
2017
Q3 | $10.6M | Sell |
215,128
-1,488
| -0.7% | -$73.3K | 1.36% | 12 |
|
|
2017
Q2 | $10.4M | Sell |
216,616
-1,016
| -0.5% | -$48.8K | 1.47% | 12 |
|
|
2017
Q1 | $10.2M | Buy |
217,632
+77,656
| +55% | +$3.63M | 2.46% | 9 |
|
|
2016
Q4 | $6.26M | Sell |
139,976
-80,408
| -36% | -$3.6M | 2.36% | 9 |
|
|
2016
Q3 | $9.6M | Sell |
220,384
-4,540
| -2% | -$198K | 1.55% | 13 |
|
|
2016
Q2 | $9.46M | Sell |
224,924
-14,616
| -6% | -$615K | 1.67% | 11 |
|
|
2016
Q1 | $9.76M | Buy |
239,540
+16
| +0% | +$652 | 1.79% | 13 |
|
|
2015
Q4 | $9.59M | Sell |
239,524
-3,116
| -1% | -$125K | 1.87% | 12 |
|
|
2015
Q3 | $9.44M | Buy |
242,640
+13,312
| +6% | +$518K | 2.01% | 12 |
|
|
2015
Q2 | $9.76M | Buy |
229,328
+2,924
| +1% | +$124K | 2.23% | 12 |
|
|
2015
Q1 | $9.8M | Sell |
226,404
-1,612
| -0.7% | -$69.8K | 2.22% | 12 |
|
|
2014
Q4 | $9.52M | Sell |
228,016
-5,444
| -2% | -$227K | 2.18% | 12 |
|
|
2014
Q3 | $9.24M | Sell |
233,460
-7,744
| -3% | -$307K | 2.08% | 12 |
|
|
2014
Q2 | $9.8M | Sell |
241,204
-1,396
| -0.6% | -$56.7K | 2.22% | 12 |
|
|
2014
Q1 | $9.39M | Sell |
242,600
-4,492
| -2% | -$174K | 2.21% | 13 |
|
|
2013
Q4 | $9.27M | Sell |
247,092
-9,292
| -4% | -$348K | 2.12% | 12 |
|
|
2013
Q3 | $8.91M | Sell |
256,384
-17,592
| -6% | -$612K | 2.33% | 11 |
|
|
2013
Q2 | $8.9M | Buy |
+273,976
| New | +$8.9M | 2.67% | 11 |
|