Catalyst Capital Advisors’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 | $67.4M | Sell |
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|
2025
Q1 | $65.9M | Buy |
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|
2024
Q4 | $64.1M | Buy |
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|
2024
Q3 | $63.4M | Sell |
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|
2024
Q2 | $59.5M | Buy |
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|
2024
Q1 | $58.7M | Buy |
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|
2023
Q4 | $51.6M | Sell |
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|
2023
Q3 | $49.7M | Sell |
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|
2023
Q2 | $121M | Sell |
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|
2023
Q1 | $116M | Buy |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $89.1M | Buy |
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|
2022
Q2 | $76.4M | Buy |
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|
2022
Q1 | $68.1M | Buy |
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|
2021
Q4 | $65.3M | Buy |
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|
2021
Q3 | $57.7M | Hold |
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|
2021
Q2 | $58.5M | Buy |
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|
2021
Q1 | $51.6M | Sell |
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|
2020
Q4 | $54.9M | Sell |
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|
2020
Q3 | $57.8M | Sell |
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|
2020
Q2 | $63.6M | Sell |
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|
2020
Q1 | $68.6M | Sell |
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|
2019
Q4 | $111M | Buy |
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|
2019
Q3 | $99.2M | Hold |
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|
2019
Q2 | $99M | Buy |
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|
2019
Q1 | $91M | Sell |
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|
2018
Q4 | $82.7M | Buy |
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|
2018
Q3 | $81.1M | Sell |
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|
2018
Q2 | $97M | Sell |
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|
2018
Q1 | $104M | Hold |
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|
2017
Q4 | $105M | Sell |
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|
2017
Q3 | $107M | Hold |
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|
2017
Q2 | $105M | Buy |
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|
2017
Q1 | $74.4M | Buy |
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|
2016
Q4 | $53.7M | Buy |
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|
2016
Q3 | $30.5M | Buy |
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