Capital Advisors Ltd’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
Q2 | $169K | Hold |
|
|||||
|
2025
Q1 | $157K | Sell |
|
|||||
|
2024
Q4 | $173K | Hold |
|
|||||
|
2024
Q3 | $172K | Sell |
|
|||||
|
2024
Q2 | $159K | Hold |
|
|||||
|
2024
Q1 | $165K | Hold |
|
|||||
|
2023
Q4 | $152K | Sell |
|
|||||
|
2023
Q3 | $145K | Hold |
|
|||||
|
2023
Q2 | $153K | Buy |
|
|||||
|
2023
Q1 | $131K | Hold |
|
|||||
|
2022
Q4 | $127K | Buy |
|
|||||
|
2022
Q3 | $104K | Hold |
|
|||||
|
2022
Q2 | $109K | Hold |
|
|||||
|
2022
Q1 | $131K | Buy |
|
|||||
|
2021
Q4 | $128K | Buy |
|
|||||
|
2021
Q3 | $112K | Hold |
|
|||||
|
2021
Q2 | $114K | Hold |
|
|||||
|
2021
Q1 | $106K | Hold |
|
|||||
|
2020
Q4 | $98K | Sell |
|
|||||
|
2020
Q3 | $94K | Sell |
|
|||||
|
2020
Q2 | $253K | Buy |
|
|||||
|
2020
Q1 | $71K | Hold |
|
|||||
|
2019
Q4 | $97K | Sell |
|
|||||
|
2019
Q3 | $2.63M | Buy |
|
|||||
|
2019
Q2 | $91K | Hold |
|
|||||
|
2019
Q1 | $88K | Sell |
|
|||||
|
2018
Q4 | $85K | Hold |
|
|||||
|
2018
Q3 | $100K | Hold |
|
|||||
|
2018
Q2 | $97K | Hold |
|
|||||
|
2018
Q1 | $94K | Sell |
|
|||||
|
2017
Q4 | $110K | Hold |
|
|||||
|
2017
Q3 | $104K | Hold |
|
|||||
|
2017
Q2 | $101K | Buy |
|
|||||
|
2017
Q1 | $89K | Hold |
|
|||||
|
2016
Q4 | $85K | Hold |
|
|||||
|
2016
Q3 | $83K | Hold |
|
|||||
|
2016
Q2 | $80K | Hold |
|
|||||
|
2016
Q1 | $77K | Hold |
|
|||||
|
2015
Q4 | $76K | Buy |
|
|||||
|
2015
Q3 | $67K | Hold |
|
|||||
|
2015
Q2 | $73K | Hold |
|
|||||
|
2015
Q1 | $74K | Hold |
|
|||||
|
2014
Q4 | $71K | Sell |
|
|||||
|
2014
Q3 | $98K | Hold |
|
|||||
|
2014
Q2 | $101K | Buy |
|
|||||
|
2014
Q1 | $81K | Sell |
|
|||||
|
2013
Q4 | $96K | Buy |
|