Capital Analysts LLC’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
Q3 | $656K | Sell |
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|
2025
Q2 | $629K | Sell |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $164K | Buy |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $75K | Buy |
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|
2021
Q4 | $79K | Buy |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $75K | Buy |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $12K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $25.7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.09K | Hold |
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|
2016
Q2 | $2.02K | Buy |
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