Brown Brothers Harriman & Co’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 | $1.03M | Buy |
11,192
+355
| +3% | +$32.6K | 0.01% | 328 |
|
|
2025
Q1 | $922K | Hold |
10,837
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $958K | Sell |
10,837
-112
| -1% | -$9.9K | 0.01% | 302 |
|
|
2024
Q3 | $965K | Sell |
10,949
-333
| -3% | -$29.4K | 0.01% | 296 |
|
|
2024
Q2 | $915K | Buy |
11,282
+75
| +0.7% | +$6.08K | 0.01% | 287 |
|
|
2024
Q1 | $942K | Sell |
11,207
-11,231
| -50% | -$944K | 0.01% | 275 |
|
|
2023
Q4 | $1.74M | Buy |
22,438
+5,568
| +33% | +$433K | 0.01% | 201 |
|
|
2023
Q3 | $1.17M | Sell |
16,870
-218
| -1% | -$15.1K | 0.01% | 233 |
|
|
2023
Q2 | $1.25M | Buy |
17,088
+3,762
| +28% | +$275K | 0.01% | 217 |
|
|
2023
Q1 | $932K | Hold |
13,326
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $899K | Sell |
13,326
-380
| -3% | -$25.6K | 0.01% | 237 |
|
|
2022
Q3 | $852K | Buy |
13,706
+380
| +3% | +$23.6K | 0.01% | 237 |
|
|
2022
Q2 | $862K | Hold |
13,326
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $1.04M | Hold |
13,326
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $1.11K | Hold |
13,326
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $1.04K | Sell |
13,326
-4,719
| -26% | -$369 | 0.01% | 218 |
|
|
2021
Q2 | $1.43K | Buy |
18,045
+4,565
| +34% | +$362 | 0.01% | 197 |
|
|
2021
Q1 | $997 | Buy |
13,480
+1,413
| +12% | +$105 | 0.01% | 222 |
|
|
2020
Q4 | $827K | Buy |
12,067
+1,800
| +18% | +$123K | 0.01% | 236 |
|
|
2020
Q3 | $589K | Hold |
10,267
| – | – | ﹤0.01% | 251 |
|
|
2020
Q2 | $550K | Sell |
10,267
-1,925
| -16% | -$103K | ﹤0.01% | 253 |
|
|
2020
Q1 | $526K | Sell |
12,192
-11,814
| -49% | -$510K | ﹤0.01% | 242 |
|
|
2019
Q4 | $1.43M | Sell |
24,006
-9,982
| -29% | -$595K | 0.01% | 207 |
|
|
2019
Q3 | $1.9M | Buy |
33,988
+33,272
| +4,647% | +$1.86M | 0.01% | 169 |
|
|
2019
Q2 | $40K | Sell |
716
-3,200
| -82% | -$179K | ﹤0.01% | 625 |
|
|
2019
Q1 | $211K | Hold |
3,916
| – | – | ﹤0.01% | 380 |
|
|
2018
Q4 | $182K | Hold |
3,916
| – | – | ﹤0.01% | 357 |
|
|
2018
Q3 | $216K | Sell |
3,916
-5,344
| -58% | -$295K | ﹤0.01% | 356 |
|
|
2018
Q2 | $491K | Sell |
9,260
-444
| -5% | -$23.5K | ﹤0.01% | 236 |
|
|
2018
Q1 | $501K | Buy |
9,704
+1,160
| +14% | +$59.9K | ﹤0.01% | 241 |
|
|
2017
Q4 | $445K | Hold |
8,544
| – | – | ﹤0.01% | 253 |
|
|
2017
Q3 | $421K | Hold |
8,544
| – | – | ﹤0.01% | 247 |
|
|
2017
Q2 | $410K | Buy |
8,544
+5,344
| +167% | +$256K | ﹤0.01% | 240 |
|
|
2017
Q1 | $150K | Hold |
3,200
| – | – | ﹤0.01% | 368 |
|
|
2016
Q4 | $143K | Sell |
3,200
-2,088
| -39% | -$93.3K | ﹤0.01% | 344 |
|
|
2016
Q3 | $230K | Buy |
5,288
+2,088
| +65% | +$90.8K | ﹤0.01% | 297 |
|
|
2016
Q2 | $135K | Hold |
3,200
| – | – | ﹤0.01% | 348 |
|
|
2016
Q1 | $130K | Hold |
3,200
| – | – | ﹤0.01% | 347 |
|
|
2015
Q4 | $128K | Hold |
3,200
| – | – | ﹤0.01% | 361 |
|
|
2015
Q3 | $124K | Sell |
3,200
-5,912
| -65% | -$229K | ﹤0.01% | 369 |
|
|
2015
Q2 | $388K | Buy |
9,112
+4,944
| +119% | +$211K | ﹤0.01% | 280 |
|
|
2015
Q1 | $180K | Hold |
4,168
| – | – | ﹤0.01% | 351 |
|
|
2014
Q4 | $174K | Hold |
4,168
| – | – | ﹤0.01% | 368 |
|
|
2014
Q3 | $165K | Hold |
4,168
| – | – | ﹤0.01% | 371 |
|
|
2014
Q2 | $169K | Hold |
4,168
| – | – | ﹤0.01% | 372 |
|
|
2014
Q1 | $161K | Hold |
4,168
| – | – | ﹤0.01% | 361 |
|
|
2013
Q4 | $156K | Buy |
4,168
+2,156
| +107% | +$80.7K | ﹤0.01% | 343 |
|
|
2013
Q3 | $70K | Sell |
2,012
-2,940
| -59% | -$102K | ﹤0.01% | 432 |
|
|
2013
Q2 | $161K | Buy |
+4,952
| New | +$161K | ﹤0.01% | 403 |
|