Broadview Financial Management’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 | $447K | Sell |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $646K | Buy |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $695K | Buy |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $743K | Buy |
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|
2019
Q3 | $694K | Buy |
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|
2019
Q2 | $691K | Buy |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $535K | Buy |
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