Buckhead Capital Management’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 | $717K | Hold |
7,791
| – | – | 0.28% | 69 |
|
|
2025
Q1 | $663K | Hold |
7,791
| – | – | 0.21% | 75 |
|
|
2024
Q4 | $689K | Buy |
7,791
+91
| +1% | +$8.04K | 0.22% | 71 |
|
|
2024
Q3 | $679K | Hold |
7,700
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $624K | Hold |
7,700
| – | – | 0.21% | 74 |
|
|
2024
Q1 | $647K | Hold |
7,700
| – | – | 0.22% | 71 |
|
|
2023
Q4 | $599K | Hold |
7,700
| – | – | 0.22% | 77 |
|
|
2023
Q3 | $533K | Hold |
7,700
| – | – | 0.22% | 74 |
|
|
2023
Q2 | $562K | Hold |
7,700
| – | – | 0.13% | 90 |
|
|
2023
Q1 | $538K | Hold |
7,700
| – | – | 0.13% | 92 |
|
|
2022
Q4 | $519K | Hold |
7,700
| – | – | 0.13% | 93 |
|
|
2022
Q3 | $479K | Hold |
7,700
| – | – | 0.12% | 94 |
|
|
2022
Q2 | $498K | Hold |
7,700
| – | – | 0.12% | 95 |
|
|
2022
Q1 | $601K | Hold |
7,700
| – | – | 0.13% | 100 |
|
|
2021
Q4 | $639K | Hold |
7,700
| – | – | 0.14% | 101 |
|
|
2021
Q3 | $602K | Hold |
7,700
| – | – | 0.13% | 99 |
|
|
2021
Q2 | $610K | Hold |
7,700
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $569K | Hold |
7,700
| – | – | 0.13% | 97 |
|
|
2020
Q4 | $528K | Sell |
7,700
-300
| -4% | -$20.6K | 0.13% | 90 |
|
|
2020
Q3 | $459K | Hold |
8,000
| – | – | 0.13% | 85 |
|
|
2020
Q2 | $429K | Buy |
+8,000
| New | +$429K | 0.13% | 80 |
|