Campbell Newman Asset Management’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 | – | Sell |
-12,840
| Closed | -$1.14M | – | 107 |
|
|
2024
Q4 | $1.14M | Hold |
12,840
| – | – | 0.09% | 87 |
|
|
2024
Q3 | $1.13M | Hold |
12,840
| – | – | 0.09% | 89 |
|
|
2024
Q2 | $1.04M | Hold |
12,840
| – | – | 0.08% | 90 |
|
|
2024
Q1 | $1.08M | Hold |
12,840
| – | – | 0.09% | 87 |
|
|
2023
Q4 | $998K | Hold |
12,840
| – | – | 0.09% | 88 |
|
|
2023
Q3 | $889K | Hold |
12,840
| – | – | 0.08% | 89 |
|
|
2023
Q2 | $938K | Hold |
12,840
| – | – | 0.08% | 88 |
|
|
2023
Q1 | $898K | Hold |
12,840
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $866K | Hold |
12,840
| – | – | 0.09% | 90 |
|
|
2022
Q3 | $798K | Hold |
12,840
| – | – | 0.09% | 86 |
|
|
2022
Q2 | $830K | Hold |
12,840
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $1M | Hold |
12,840
| – | – | 0.1% | 88 |
|
|
2021
Q4 | $1.07M | Hold |
12,840
| – | – | 0.1% | 87 |
|
|
2021
Q3 | $1M | Hold |
12,840
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $1.02M | Hold |
12,840
| – | – | 0.1% | 87 |
|
|
2021
Q1 | $949K | Hold |
12,840
| – | – | 0.1% | 90 |
|
|
2020
Q4 | $880K | Hold |
12,840
| – | – | 0.1% | 89 |
|
|
2020
Q3 | $737K | Hold |
12,840
| – | – | 0.09% | 85 |
|
|
2020
Q2 | $688K | Hold |
12,840
| – | – | 0.09% | 81 |
|
|
2020
Q1 | $554K | Sell |
12,840
-6,604
| -34% | -$363K | 0.09% | 78 |
|
|
2019
Q4 | $1.16M | Hold |
19,444
| – | – | 0.16% | 64 |
|
|
2019
Q3 | $1.09M | Hold |
19,444
| – | – | 0.16% | 64 |
|
|
2019
Q2 | $1.09M | Hold |
19,444
| – | – | 0.16% | 61 |
|
|
2019
Q1 | $1.05M | Hold |
19,444
| – | – | 0.16% | 63 |
|
|
2018
Q4 | $904K | Hold |
19,444
| – | – | 0.16% | 66 |
|
|
2018
Q3 | $1.07M | Hold |
19,444
| – | – | 0.15% | 64 |
|
|
2018
Q2 | $1.03M | Hold |
19,444
| – | – | 0.16% | 61 |
|
|
2018
Q1 | $1M | Hold |
19,444
| – | – | 0.17% | 63 |
|
|
2017
Q4 | $1.01M | Hold |
19,444
| – | – | 0.17% | 64 |
|
|
2017
Q3 | $958K | Hold |
19,444
| – | – | 0.17% | 65 |
|
|
2017
Q2 | $934K | Hold |
19,444
| – | – | 0.17% | 65 |
|
|
2017
Q1 | $910K | Hold |
19,444
| – | – | 0.17% | 65 |
|
|
2016
Q4 | $869K | Hold |
19,444
| – | – | 0.17% | 68 |
|
|
2016
Q3 | $847K | Hold |
19,444
| – | – | 0.15% | 67 |
|
|
2016
Q2 | $818K | Buy |
+19,444
| New | +$803K | 0.15% | 69 |
|
Other funds holding IWR
Campbell Newman Asset Management's IWR Position: Q1 2025 in Review
Campbell Newman Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 12,840 shares — an estimated $1.14M sold.
Campbell Newman Asset Management first reported a position in IWR in Q2 2016 and held it in 35 quarters. The position peaked at $1.16M in Q4 2019. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.
- Campbell Newman Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
- Campbell Newman Asset Management sold 12,840 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $1.14M.
- Campbell Newman Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and held it in 35 quarters.
- Campbell Newman Asset Management's iShares Russell Mid-Cap ETF position peaked at $1.16M in Q4 2019.
- 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.
Based on Campbell Newman Asset Management's 13F filing for Q1 2025, filed 16 Apr 2025.