Caprock Group’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 | $476K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $584K | Hold |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $795K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $831K | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $974K | Buy |
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|
2021
Q1 | $801K | Hold |
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|
2020
Q4 | $742K | Buy |
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|
2020
Q3 | $451K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $483K | Sell |
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|
2019
Q3 | $489K | Sell |
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|
2019
Q2 | $499K | Buy |
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|
2019
Q1 | $445K | Buy |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | $427K | Buy |
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|
2018
Q2 | $408K | Sell |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $530K | Buy |
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|
2017
Q3 | $482K | Buy |
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|
2017
Q2 | $469K | Sell |
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|
2017
Q1 | $577K | Sell |
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|
2016
Q4 | $572K | Buy |
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|
2016
Q3 | $555K | Sell |
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|
2016
Q2 | $543K | Hold |
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|
2016
Q1 | $526K | Buy |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $443K | Sell |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.08M | Buy |
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|
2014
Q4 | $284K | Buy |
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