Cerity Partners’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 | $76.3M | Buy |
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|
2025
Q1 | $66.2M | Buy |
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|
2024
Q4 | $65.1M | Buy |
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|
2024
Q3 | $60.9M | Buy |
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|
2024
Q2 | $51.2M | Buy |
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|
2024
Q1 | $50M | Sell |
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|
2023
Q4 | $43.3M | Buy |
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|
2023
Q3 | $26.8M | Sell |
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|
2023
Q2 | $39M | Sell |
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|
2023
Q1 | $38.3M | Sell |
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|
2022
Q4 | $38.4M | Buy |
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|
2022
Q3 | $7.16M | Sell |
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|
2022
Q2 | $7.65M | Buy |
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|
2022
Q1 | $7.97M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $9.92M | Buy |
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|
2021
Q2 | $8.47M | Sell |
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|
2021
Q1 | $8.21M | Sell |
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|
2020
Q4 | $7.75M | Buy |
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|
2020
Q3 | $6.21M | Buy |
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|
2020
Q2 | $5.11M | Sell |
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|
2020
Q1 | $9.38M | Buy |
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|
2019
Q4 | $4.76M | Buy |
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|
2019
Q3 | $4.28M | Buy |
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|
2019
Q2 | $3.25M | Buy |
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|
2019
Q1 | $3M | Sell |
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|
2018
Q4 | $11.1M | Buy |
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|
2018
Q3 | $5.08M | Buy |
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|
2018
Q2 | $4.63M | Buy |
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|
2018
Q1 | $4.14M | Sell |
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|
2017
Q4 | $4.84M | Buy |
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|
2017
Q3 | $4.34M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.79M | Buy |
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