Brown, Lisle/Cummings’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 | $840K | Hold |
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|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $740K | Hold |
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|
2024
Q4 | $769K | Hold |
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|
2024
Q3 | $767K | Hold |
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|
2024
Q2 | $705K | Hold |
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|
2024
Q1 | $732K | Hold |
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $640K | Buy |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $371K | Buy |
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