Callan Capital’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
Q1 | $452K | Sell |
|
|||||
|
2024
Q4 | $484K | Buy |
|
|||||
|
2024
Q3 | $467K | Buy |
|
|||||
|
2024
Q2 | $429K | Buy |
|
|||||
|
2024
Q1 | $444K | Buy |
|
|||||
|
2023
Q4 | $410K | Buy |
|
|||||
|
2023
Q3 | $364K | Hold |
|
|||||
|
2023
Q2 | $384K | Hold |
|
|||||
|
2023
Q1 | $368K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $221K | Hold |
|
|||||
|
2021
Q4 | $235K | Hold |
|
|||||
|
2021
Q3 | $222K | Hold |
|
|||||
|
2021
Q2 | $225K | Hold |
|
|||||
|
2021
Q1 | $210K | Buy |
|