Campbell Newman Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Campbell Newman Asset Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.14M	Hold
2024 Q3	$1.13M	Hold
2024 Q2	$1.04M	Hold
2024 Q1	$1.08M	Hold
2023 Q4	$998K	Hold
2023 Q3	$889K	Hold
2023 Q2	$938K	Hold
2023 Q1	$898K	Hold
2022 Q4	$866K	Hold
2022 Q3	$798K	Hold
2022 Q2	$830K	Hold
2022 Q1	$1M	Hold
2021 Q4	$1.07M	Hold
2021 Q3	$1M	Hold
2021 Q2	$1.02M	Hold
2021 Q1	$949K	Hold
2020 Q4	$880K	Hold
2020 Q3	$737K	Hold
2020 Q2	$688K	Hold
2020 Q1	$554K	Sell
2019 Q4	$1.16M	Hold
2019 Q3	$1.09M	Hold
2019 Q2	$1.09M	Hold
2019 Q1	$1.05M	Hold
2018 Q4	$904K	Hold
2018 Q3	$1.07M	Hold
2018 Q2	$1.03M	Hold
2018 Q1	$1M	Hold
2017 Q4	$1.01M	Hold
2017 Q3	$958K	Hold
2017 Q2	$934K	Hold
2017 Q1	$910K	Hold
2016 Q4	$869K	Hold
2016 Q3	$847K	Hold
2016 Q2	$818K	Buy