Brinker Capital Investments’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 | $3.16M | Buy |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $951K | Sell |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $733K | Buy |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $43K | Buy |
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|
2019
Q3 | $41K | Buy |
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|
2019
Q2 | $19K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $18K | Sell |
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|
2017
Q4 | $25K | Sell |
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|
2017
Q3 | $45K | Sell |
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|
2017
Q2 | $75K | Hold |
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|
2017
Q1 | $73K | Sell |
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|
2016
Q4 | $134K | Sell |
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|
2016
Q3 | $131K | Sell |
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|
2016
Q2 | $161K | Sell |
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|
2016
Q1 | $281K | Sell |
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|
2015
Q4 | $410K | Sell |
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|
2015
Q3 | $3.55M | Sell |
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|
2015
Q2 | $4.18M | Sell |
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|
2015
Q1 | $4.25M | Sell |
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|
2014
Q4 | $4.33M | Sell |
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|
2014
Q3 | $4.22M | Sell |
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|
2014
Q2 | $4.36M | Buy |
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|
2014
Q1 | $4.12M | Sell |
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|
2013
Q4 | $4M | Sell |
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|
2013
Q3 | $3.77M | Sell |
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|
2013
Q2 | $3.69M | Buy |
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